CITY COUNCIL 2014/12/01 Agenda
THE CITY OF LAKE FOREST
CITY COUNCIL AGENDA
Monday, December 1, 2014
Immediately following a special
Finance Committee meeting at 6:30 pm
City Hall Council Chambers
Honorable Mayor, Donald Schoenheider
Catherine Waldeck, Alderman First Ward Stanford Tack, Alderman Third Ward
Prudence R. Beidler, Alderman First Ward Jack Reisenberg, Alderman Third Ward
David Moore, Alderman Second Ward Michael Adelman, Alderman Fourth Ward
George Pandaleon, Alderman Second Ward Michelle Moreno, Alderman Fourth Ward
CALL TO ORDER AND ROLL CALL Immediately following Finance Committee meeting
PLEDGE OF ALLEGIANCE
REPORTS OF CITY OFFICERS
1. COMMENTS BY MAYOR
A. Resolution of Appreciation for Eric Montellano
COUNCIL ACTION: Approve the Resolution
A copy of the resolution can be found on page 21
2. COMMENTS BY CITY MANAGER
3. COMMENTS BY COUNCIL MEMBERS
A. Finance Committee
1. Consideration of an Ordinance Establishing the 2014 Tax Levy (Grant
Final Approval)
PRESENTED BY: Elizabeth Holleb, Finance Director (847-810-3612)
PURPOSE AND ACTION REQUESTED: Staff requests final approval of an Ordinance
establishing the 2014 tax levy.
BACKGROUND/DISCUSSION: The annual tax levy must be filed with the County Clerk by
the last Tuesday in December. The City has a significant reliance on property tax
revenues, which represents more than 50% of the General Fund revenue. Spreadsheets
reviewing the proposed tax levy for 2014 are attached (page 22) for your consideration.
These include: 1) the tax levy limitations under the tax cap; 2) the tax levy distributed by
fund without new growth and allowances distributed; 3) the tax levy by fund with new
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December 1, 2014 City Council Agenda
growth and allowances distributed; and 4) an explanation of the tax increase to an
average homeowner.
The tax levy to be approved includes the needs of all City departments, as well as for
pensions and debt service requirements. A summary of the proposed levies is as follows:
BUDGET/FISCAL IMPACT: The proposed tax levy for 2014 reflects a 1.88% increase over the
2013 tax levy extensions for the City and Library operating funds and City pension and
debt service funds. This increase is comprised of the 1.50% property tax cap increase on
those levy lines subject to the tax cap; debt service bond levies as previously approved
by City Council bond Ordinances, subject to abatement for debt paid by alternate
revenue sources; and increases attributable to new construction. The average increase
to existing residents ($800,000 home) is projected to be $49 or 1.48%.
COUNCIL ACTION: Grant final approval of an Ordinance Establishing the 2014 Tax Levy
(page 26).
2. Approval of Ordinances Abating 2014 Tax Levies for Various G.O.
Alternate Revenue Bond Issues (Grant Final Approval)
PRESENTED BY: Elizabeth Holleb, Finance Director (847-810-3612)
PURPOSE AND ACTION REQUESTED: Staff requests final approval of ordinances abating
2014 tax levies.
BACKGROUND/DISCUSSION: The proposed Ordinances provide for the abatement of
2014 taxes levied for the various outstanding general obligation ALTERNATE REVENUE
bond issues. The tax levies for all bond issues are established and recorded with the
County Clerk at the time the bonds are issued. Therefore, in order to reduce the bond
tax levies, an abatement ordinance must be approved and filed with the County Clerk
before the last Tuesday in December. The abatement of these general obligation
ALTERNATE REVENUE bonds is possible due to the fact these bond funds have an
Proposed
FUND 2014 LEVY 2013 Extension $ CHANGE % CHANGE
City General 13,271,570$ 13,070,575$ 200,995$ 1.54%
Pension Funds 4,659,772 4,507,095 152,677 3.39%
Fire Pension PA 93-0689 60,885 45,071 15,814 35.09%
Recreation 1,354,340 1,334,325 20,015 1.50%
Parks 3,014,499 2,969,950 44,549 1.50%
Special Recreation 411,724 405,639 6,085 1.50%
Library 3,490,620 3,425,392 65,228 1.90%
Library sites 388,850 383,103 5,747 1.50%
Bond Funds 2,001,279 1,983,122 18,157 0.92%
TOTAL TAX LEVY - CITY 28,653,539$ 28,124,272$ 529,267$ 1.88%
School District 67- ESTIMATED 31,267,212$ 30,511,753 755,459$ 2.48%
GRAND TOTAL 59,920,751 58,636,025 1,284,726$ 2.19%
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December 1, 2014 City Council Agenda
adequate revenue source from water sales, Cemetery revenue, golf fees, sales tax or
payments from the U.S. Treasury. Therefore, the general obligation tax levy can be
abated as was planned at the time the bonds were issued. The proposed Ordinances
(beginning on page 35) are as follows:
• An Ordinance Abating a Portion of the Tax being Levied in 2014 for the Annual
Payment of the Principal and Interest on the Taxable General Obligation Bonds,
Series 2010-B Bond Issue
• An Ordinance Abating a Portion of the Tax being Levied in 2014 for the Annual
Payment of the Principal and Interest on the Taxable General Obligation Bonds,
Series 2010-C Bond Issue
• An Ordinance Abating the Total Tax being Levied in 2014 for the Annual Payment
of the Principal and Interest on the 2011 General Obligation Series 2011-A
Refunding Bond Issue
• An Ordinance Abating the Total Tax being Levied in 2014 for the Annual Payment
of the Principal and Interest on the 2011 General Obligation Series 2011-B
Refunding Bond Issue
BUDGET/FISCAL IMPACT: A summary of the proposed tax levy abatements is provided
below:
COUNCIL ACTION: Grant final approval of the Ordinances abating tax levies for various
general obligation bond issues.
3. Consideration of an Ordinance approving a Fee Schedule,
Ordinances adopting new fees related to Liquor License Penalty and
Credit Card Service Fees, and an Ordinance amending City Code
relating to the Direct Debit Program for Water Bills (Grant Final
Approval)
PRESENTED BY: Elizabeth Holleb, Finance Director (847-810-3612)
2014 Debt Service Levy and Abatements
Levy per County Cemetery Golf Water .5 NHRST Int Rebate Net Levy
2008 825,643.76 825,643.76
2009 276,445.00 276,445.00
2010A 0.00 0.00
2010B 172,500.00 (77,625.00) 94,875.00
2010C 559,311.26 (90,758.92) 468,552.34
2011A 345,062.50 0.00 (147,137.50) (197,925.00)0.00
2011B 2,471,900.00 (102,207.50) (2,059,942.50) (309,750.00)0.00
2013 335,762.50 335,762.50
4,986,625.02 0.00 (102,207.50) (2,207,080.00) (507,675.00) (168,383.92) 2,001,278.60
1% L/C 5,036,491.27
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December 1, 2014 City Council Agenda
PURPOSE AND ACTION REQUESTED: Staff requests final approval of the proposed
Ordinances.
BACKGROUND/DISCUSSION: As part of the budget process, all departments are asked to
review their user fees. A comprehensive fee schedule is provided as Exhibit A to the
Ordinance approving a fee schedule, which clearly identifies the proposed fee increases
highlighted in yellow and the proposed new fees highlighted in orange. Departments
have provided supplemental memos justifying their proposed fee adjustments and new
fees, which are included in the packet beginning on page 70. New fees require a
separate Ordinance to be submitted by the department proposing the new fee and
accompany the Ordinance approving the fee schedule. The following Ordinances are
submitted for City Council consideration at this time:
• Ordinance approving a fee schedule (page 39)
• Ordinance adopting a new liquor license penalty fee (page 61)
• Ordinance adopting new fees related to credit card service fees (page 65)
• Ordinance amending City Code regarding elimination of the direct debit
discount (page 68)
BUDGET/FISCAL IMPACT: Revenue for the new and increased fees is estimated to be $750
in the General Fund, $42,541 in the Parks and Recreation Fund, $3,934 in the Deerpath
Golf Course Fund and $201,378 in the Water Fund. The increased revenue projected for
the Water Fund is comprised of $145,572 for operating cost increases, $29,114 to offset
credit card fees anticipated with the implementation of online water bill payments, and
$26,692 attributable to the elimination of the direct debit discount.
COUNCIL ACTION: Grant final approval of the proposed ordinances.
B. Property and Public Land Committee
1. Consideration of a Recommendation from the Property and Public
Land Committee in Support of a Resolution Authorizing a Purchase
Agreement for Property Located on the Northwest Corner of Western
and Laurel Avenues, the Former Municipal Services Site. (Approve
the Resolution by Motion.)
PRESENTED BY: Alderman Reisenberg, Chairman of the Property and Public Land
Committee
PURPOSE AND ACTION REQUESTED: The Property and Public Land Committee (PPL)
recommends that the City Council approve a Resolution (Page 89)authorizing a Purchase
Agreement with Focus Development for the property commonly known as the former
City of Lake Forest Municipal Services site. The Resolution authorizes the City Manager,
the City’s Consultant and the City Attorney to finalize the terms of the Agreement and
authorizes the Mayor and City Clerk to execute the Agreement.
BACKGROUND AND DISCUSSION: On September 2, 2104, the City Council approved a
Resolution authorizing negotiations with Focus Development, Inc. Focus Development
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December 1, 2014 City Council Agenda
was recommended to the City Council by the PPL at the conclusion of an extensive
vetting process which included Requests for Qualifications and Proposals. The PPL
determined that the redevelopment concepts for the approximately 10 acre site
presented by Focus best met the Development Parameters established for the site
through a community visioning process in 2007 and 2008 and amended in 2012. The
highlights of the redevelopment concepts include significant open space that would be
accessible to the public, high quality architecture, a variety of housing types, enhanced
streetscapes and extensive landscaping.
Upon approval of the Purchase Agreement, Focus Development will proceed with
preparing a detailed land use plan, conducting the necessary technical studies and
developing detailed architectural and landscape plans. An introduction of the
redevelopment concepts for the site is tentatively scheduled for December 10, 2015 Plan
Commission meeting pending Council approval of the Resolution. Public hearings on this
project are anticipated before the Plan Commission and Building Review Board in
January and February, 2015. Following the public hearings, the City Council will receive
recommendations from both the Plan Commission and Building Review Board on all
aspects of the project.
BUDGET/FISCAL IMPACT: The purchase price as established in the Purchase Agreement
will be made public upon execution of the Purchase agreement. The closing is
anticipated to occur mid-summer, 2015.
As a related, but separate action, the City Council has directed that the Plan
Commission consider the establishment of a Tax Increment Financing District (TIF) for the
site to support cleanup, infrastructure improvements and streetscape enhancements.
The TIF District that was established many years ago to support improvements along
Waukegan Road successfully added value to that area and resulted in significant
increases in property values. A public hearing will be held by the Plan Commission on
December 10, 2014 to consider the establishment of the TIF District.
COUNCIL ACTION: If determined to be appropriate by the City Council, approve a
Resolution authorizing and directing the City Manager, the City’s Consultant and the City
Attorney to finalize the terms of the Purchase Agreement and to authorize the Mayor and
City Clerk to execute the Agreement on behalf of the City.
2. Consideration of an Ordinance Authorizing and Directing Negotiations for
the Acquisition of Certain Real Property (First Reading and, if desired, final
approval)
SUBJECT: Approval of an ordinance (Page 92) authorizing the issuance of a final offer to
the owners of Property at 120 East Laurel Avenue, Lake Forest, in connection with the
redevelopment of the former Municipal Services site.
PRESENTED BY: City Attorney Victor Filippini
PURPOSE AND ACTION REQUESTED: In connection with the City’s ongoing efforts to
redevelop its 10-acre former Municipal Services site, staff is requesting City Council
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December 1, 2014 City Council Agenda
approval of an ordinance authorizing the issuance of a final purchase offer to the owners
of the adjacent property at 120 East Laurel Avenue. The issuance of a final offer is a
prerequisite to the exercise of eminent domain powers, if such authority becomes
necessary.
BACKGROUND/DISCUSSION: Since relocating the City’s municipal services to Field Drive,
the City’s former Municipal Services site has remained vacant and in a deteriorating
condition. Beginning in 2007, the City began efforts to redevelop this site, and the
planning for such redevelopment, and proposals received for such redevelopment, have
identified the 120 East Laurel property as a component of the redevelopment plans.
City representatives have been endeavoring in good faith to negotiate with the owners
of 120 East Laurel for the acquisition of their property, but thus far those negotiations have
been unsuccessful. As a result, the City did obtain an updated appraisal of the market
value of the 120 East Laurel property, and on that basis is requesting the City Council to
authorize the presentation of a final offer to the property owners based on the appraisal
and as a precursor to exercising eminent domain powers if a successful negotiation
cannot be achieved.
BUDGET/FISCAL IMPACT: Based the recently obtained appraisal, the cost for acquisition is
estimated at $____________.
COUNCIL ACTION: Waive first reading and approve the attached ordinance authorizing
final negotiations for the acquisition of the property at 120 East Laurel Avenue for the
appraised value.
3. Consideration of a Motion Directing City Staff to Prepare the Necessary Bid
Documents and Solicit Bids for Demolition of Structures on the City’s Laurel
Ave Property.
PRESENTED BY: Alderman Reisenberg, Chairman of the Property and Public Land
Committee
The old municipal services site maintains a number of structures and old facilities that
have been vacant since the City operations were relocated to the new facility on Field
Drive. These structures will need to be demolished to make the site ready for the
proposed redevelopment by Focus Development, Inc.
The PPL Committee has discussed the required demolition and have concluded that the
winter months would be a favorable time to undertake the work. If so directed by the
City Council, proposals would be solicited during December and brought before the City
Council at its January 5, 2015 meeting.
COUNCIL ACTION: if determined to be appropriate by the City Council, direct the City
Manager to Solicit Bids for the Demolition of Structures on the Laurel Avenue property.
4. Approval of a License Agreement with the Music Institute of Chicago (MIC) for
Volwiler Hall located at 40 E. Old Mill Road.
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December 1, 2014 City Council Agenda
PRESENTED BY; Alderman Reisenberg, Chairman of the Property and Public Land
Committee
STAFF CONTACT: Carina Walters, Assistant City Manager (810-3680)
PURPOSE AND ACTION REQUESTED: Pursuant to a recommendation of the Property and
Public Land Committee (PPL) staff is requesting the approval of a five (5) year license
agreement with the Music Institute of Chicago (MIC).
BACKGROUND/DISCUSSION: In 2008 the MIC assumed the lease under the same terms
and conditions from the Lake Forest Symphony. The original lease assumption expired in
2010. Since 2010 the City has granted (4) one year lease extensions to the MIC as both
the City and MIC have been actively engaged in discussions of either drafting a long
term license or identifying terms for MIC potentially purchasing the building.
In September 2013, pursuant to the recommendation from the PPL, the City sent a letter
indicating the MIC would need to provide a written statement by November of its intent
to purchase and/or engage in a long term license agreement. The MIC responded by
expressing interest in a long term license. In late 2013 the Property and Public Land (PPL)
Committee directed staff to prepare a Comprehensive Master Plan for the Grove
Campus and Northcroft Park properties. The MIC has been actively participating in the
public planning process.
As staff is in the process of updating the Comprehensive Plan for the entire Grove
Campus and adjacent Northcroft Park, the PPL is recommending to the City Council that
the City enter into a five (5) year fixed license fee for Volwiler Hall in the amount of
$43,000. Upon adoption of the Comprehensive Plan, the City will revisit the option of
selling the building or entering into a longer term license agreement with MIC. A copy of
the most recent proposed license agreement is attached on page102 of the Council
packet.
COUNCIL ACTION: Approve a License Agreement with the Music Institute of Chicago
(MIC) for Volwiler Hall located at 40 E. Old Mill Road.
4. OPPORTUNITY FOR CITIZENS TO ADDRESS THE CITY COUNCIL ON NON-AGENDA
ITEMS
5. ITEMS FOR OMNIBUS VOTE CONSIDERATION
1. Approval of the November 17, 2014 City Council meeting Minutes
A copy of the minutes can be found beginning on page 116.
2. Check Register for period October 25-November 21, 2014
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December 1, 2014 City Council Agenda
Fund Invoice Payroll Total
General 781,104 1,117,240 1,898,344
Water & Sewer 67,913 110,516 178,430
Parks & Recreation 134,308 296,833 431,141
Capital Improvements 123,166 0 123,166
Motor Fuel Tax 0 0 0
Cemetery 8,087 16,866 24,953
Senior Resources 15,646 20,281 35,927
Deerpath Golf Course 23,347 32,772 56,119
Fleet 87,457 45,130 132,587
Debt Funds 750 0 750
Housing Trust 0 0 0
Park & Public Land 0 0 0
All other Funds 432,749 142,295 575,045
$ 1,674,528 $ 1,781,933 $ 3,456,461
3. Approval of Three-Year Professional Service Agreements with Lake Forest
Bank and Trust for banking services and Vantiv for credit card processing
services
STAFF CONTACT: Elizabeth Holleb, Finance Director (847-810-3612)
PURPOSE AND ACTION REQUESTED: Staff requests approval of three-year professional
service agreements for banking and credit card processing services. Such agreements
would be subject to a 2-year renewal option, for a possible five-year term.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
Finance Committee 11/5/14
Provided overview as part of budget
discussion and consideration of a credit
card processing fee.
BACKGROUND/DISCUSSION: In September 2014, the Finance Department issued a
Request for Proposals for Banking, Credit Card Processing and Investment Services.
Respondents had the option to submit proposals for any one or all services solicited.
Anticipating a January 1, 2015 start date for banking and credit card services, the review
committee opted to defer review of investment services and will bring a
recommendation for Council consideration in the first quarter of 2015.
The City received three (3) banking proposals and seven (7) credit card processing
proposals. A review of the proposals was conducted and two (2) bank and four (4)
credit card finalists were invited to participate in interviews the week of November 10.
As a result of proposal reviews, interviews conducted, reference checks and clarification
regarding fees proposed, the review committee has unanimously recommended Lake
Forest Bank and Trust for banking services and Vantiv for credit card processing services.
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December 1, 2014 City Council Agenda
Banking:
The City has enjoyed a mutually beneficial banking relationship with Lake Forest Bank
and Trust (LFBT) for nineteen (19) years. In addition to a satisfaction with services currently
provided, LFBT offered the most favorable pricing for banking services of the three
proposals received:
Bank: Core Services Ancillary Services Total Est. Annual Cost
Lake Forest Bank & Trust $6,000 $2,888 $8,888
First Midwest $25,452 $2,830 $28,282
BMO Harris $24,396 $10,220 $34,616
Ancillary services are those that the City may elect to implement during the agreement
period.
Credit Card Processing:
The scope of services anticipated in this agreement include eight (8) current point of sale
(POS) locations, and excludes online vehicle sticker sales currently provided by contract
with another vendor and online water bill payments to be implemented in early 2015
which are contracted through an exclusive provider selected by the City’s financial
software vendor (HTE Sungard). Due to significant variations in fee structures proposed
and a complex interchange rate applicable, costs can only be estimated based on
historical data. Following is a table depicting the proposers, estimated annual fees and
other factors impacting the recommendation:
Company: Est. Annual Fees Interview Rank Breach Assistance
Vantiv $102,038 1 $800,000
AMS $101,134 2 $800,000
FIS $101,149 3 $100,000
Heartland $ 95,658 4 n/a
Noble $109,633 n/a -
First Midwest $102,797 n/a -
Moneris (BMO Harris) $121,326 n/a -
Breach Assistance was specifically addressed in the interview process. This program
provides assistance towards costs associated with suspected or actual data breach
notifications from credit card associations.
Formed in 1971 and previously known as Fifth Third Processing Solutions, Vantiv serves over
400,000 merchants, including 8 of the top 25 US retailers by revenue. As noted in their
proposal, “one of the great strengths Vantiv has is interchange management, ensuring
that all transactions are processed in the most efficient manner and settle at the lowest
possible cost.”
BUDGET/FISCAL IMPACT: The $6,000 cost of banking services is for lockbox services related
to water bills and will be charged to the Water Fund. Any ancillary services will be
charged to the Finance Department budget in the General Fund. Credit card
processing fees are assessed to various funds based on the point of sale location and are
projected to be reduced by $12,000 per year under the new fee structure. With the
exception of direct pass-through interchange fees associated with the credit card
processing services, all fees are required to remain fixed for the initial three-year term of
these agreements.
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December 1, 2014 City Council Agenda
COUNCIL ACTION: It is recommended that the City Council approve three-year
professional service agreements effective January 1, 2015 (with a two-year renewal
option) with Lake Forest Bank and Trust for banking services and Vantiv for credit card
processing services.
4. Approval of a supplemental payment in the amount of $35,000 to the Illinois
Municipal Retirement Fund
STAFF CONTACT: Elizabeth Holleb, Finance Director (847-810-3612)
PURPOSE AND ACTION REQUESTED: Staff requests City Council approval of a $35,000
supplemental payment to the Illinois Municipal Retirement Fund (IMRF) by December 31,
2014.
BACKGROUND/DISCUSSION: The City participates in three pension funds covering its
employees, making required actuarially determined contributions each year. Due to
investment returns exceeding expectations, IMRF has notified the City that its required
contribution rate will be reduced from 13.73% of payroll to 12.29% for calendar year 2015.
This reduction is projected to yield approximately $35,000 in budget savings for Fiscal Year
2015, and it is recommended that this savings be used to make a supplemental payment
to IMRF by December 31, 2014. Supplemental payments are applied against the City’s
unfunded liability and positively impact future contribution rates. As of December 31,
2013, the City’s unfunded liability in IMRF was $12,042,485, which is being amortized
annually within the City’s contribution rate.
BUDGET/FISCAL IMPACT: The supplemental payment will be allocated over all
department/division budgets in the General Fund on a pro rata basis and will be within
the budgeted IMRF allocations of each department/division.
COUNCIL ACTION: It is recommended that the City Council approve a supplemental
payment in the amount of $35,000 to the Illinois Municipal Retirement Fund, to be made
by December 31, 2014.
5. Consideration of an Ordinance Amending Chapter Four of the City Code
Regarding Liquor Licenses
STAFF CONTACT: VICTOR FILIPPINI, CITY ATTORNEY
PURPOSE AND ACTION REQUESTED: Staff is requesting approval of an Ordinance
amending Chapter 4 of the City Code regarding liquor licenses.
BACKGROUND AND DISCUSSION: On May 20, 2013, the City Council approved
amendments to The City of Lake Forest Liquor Code, that amendment revised the
number of licenses available to reflect a limited number of Liquor License’s available to
not have open licenses available until a user for the license is identified.
At this time, Jim Ryan of Bake 425, A Home-made Take and Bake Pizzeria located at 268 E
Deerpath has petitioned the Liquor Commissioner for a Class A-2 License, which
authorizes the retail sale of beer and wine, in the original package not for consumption
on the premises where sold. On October 22, 2014, the petitioner was granted a
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December 1, 2014 City Council Agenda
Certificate of Zoning Compliance. The certificate states that the proposed use is
consistent with the applicable zoning district. A copy of the proposed Ordinance can be
found beginning on page 123.
COUNCIL ACTION: If appropriate, waive first reading and grant final approval of an
Ordinance Amending Chapter Four of the City Code, to increase the number of A-2
Licenses available from 1 to 2.
6. Award of Bid for the Replacement of an Ambulance for the Fire Department
Included in the FY2015 Capital Equipment Budget
STAFF CONTACT: Michael Thomas, Director of Public Works (810-3540)
PURPOSE AND ACTION REQUESTED: Staff is requesting City Council award a bid for the
replacement of ambulance # 244. Unit # 244 is a 2000 Road Rescue ambulance with a
Ford E-450 chassis. It is scheduled to be replaced after fifteen years of service. As will be
described below, staff recommends purchasing the replacement ambulance via the
Suburban Purchasing Cooperative administered by the Northwest Municipal Conference.
Information regarding the Suburban Purchasing Cooperative bid is located on page 126
of the agenda packet. If the bid is awarded by City Council, staff anticipates receiving
the replacement ambulance in early fall, 2015.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
Public Works Committee December 10, 2013 Approved
Vision 20/20 Committee October 10,2014 Discussed
BACKGROUND/DISCUSSION: The Fire Department’s current ambulance fleet consists of
four ambulances. Three of the four utilize an International chassis; two of these three
have Horton ambulance bodies. The Fire Department has used this combination for
many years and is extremely satisfied with each unit’s reliability and effectiveness in
various life rescue situations. Beginning on page 128 of the agenda, please find the Fire
Chief’s justification to retain and replace ambulance # 244.
The current unit # 244 has accrued approximately 6,087 hours. In 2005, the unit was
involved in a front-end collision and required replacement of the chassis’ radiator, front
grille, core support, fenders, hood, and bumper. Currently the unit is having corrosion
issues, and the ambulance body is continuously having problems with lighting both inside
and out. In addition to these issues, ambulances are scheduled on a fifteen year rotation
to not only replace the chassis component with its mechanical issues, but the ambulance
interior that has accumulated many years of bio hazardous fluids.
BUDGET/FISCAL IMPACT: The F.Y. 2015 capital equipment items were reviewed and
approved by the Public Works Committee at their December 10, 2013 meeting. As
previously noted, The City of Lake Forest is an active member in the Northwest Municipal
Conference (NWMC hereafter). One of the many services NWMC provides is group
bidding of common pieces of equipment used throughout its 138 municipal, township,
school, and park district membership. The bidding arm of NWMC is referred to as the
Suburban Purchasing Cooperative (SPC hereafter). SPC’s contract # 133 for ambulance
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December 1, 2014 City Council Agenda
purchases was originally bid and awarded on January 21, 2013. It has been extended
and is set to expire January 20, 2015.
Based upon SPC’s bid pricing, attached on page 132 is Lake Forest’s quotation from
Foster Coach Sales, Inc., the company representing Horton Ambulance Company.
Given the opportunity to purchase a new 2012 chassis on a dealer’s lot at a significantly
reduced price, The City of Lake Forest is able to save over $40,000 on the total cost of the
new ambulance. In addition, the City will receive a discount of $1,906 for pre-payment
of the chassis and a 50% down payment of the ambulance body.
Finally, staff is requesting City Council approval to outright sell the existing ambulance via
multiple fire equipment resale outlets. It is staff’s opinion that additional dollars can be
gained by marketing the current unit in various publications and websites, thus receiving
the highest dollar amount possible. With the low purchase price and ability to market the
existing ambulance throughout the country, staff believes the net amount spent will be
below $200,000. This will result in a $50,000+ savings which will be returned to the Capital
Fund for other capital needs.
FY2015 Funding
Source
Account Number
Account
Budget
Amount
Requested
Budgeted?
Y/N
Capital Fund 311-5001-450-75-49 $250,000 $208,544 Y
COUNCIL ACTION: Award of bid for the replacement of ambulance # 244 to Foster
Coach Sales, Inc. in the amount of $208,544. In addition, staff requests City Council’s
approval to sell the existing ambulance at the highest possible price via multiple used fire
equipment outlets.
7. Award of Bid for the Replacement of a Pick-Up Truck for the Streets &
Sanitation Section Included in the FY2015 Capital Equipment Budget
STAFF CONTACT: Michael Thomas, Director of Public Works (810-3540)
PURPOSE AND ACTION REQUESTED: Staff is requesting City Council award a bid for the
replacement of two pick-up trucks, #402 and # 905. Both units have been used for the
J.U.L.I.E. locating program by the Streets and Water & Sewer Sections. Over the past two
years, staff has worked at consolidating this operation and as a result, is recommending
that the existing two trucks be replaced with only one. Per the Purchasing Directive 3-5,
staff sent bid specifications to multiple dealerships, had the invitation to bid printed in a
local newspaper, and placed all specifications on the City’s website.
If the bid is awarded by City Council this evening, staff anticipates receiving the
replacement truck in late winter.
BACKGROUND/DISCUSSION: The current unit #402 is a 1999 Dodge ½-ton pickup truck
with approximately 98,000 miles. The truck has been passed from one operation to
another in recent years and has housed all of the locating equipment for the Streets
Section. Streets personnel have traditionally been responsible for providing J.U.L.I.E.
locates for all City street lights and fiber communication lines. The current unit’s entire
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December 1, 2014 City Council Agenda
dashboard has been caved in and as a result, the defroster system no longer operates.
The body is extremely rotted (door rocker panels, holes in the floor boards, etc.) and is
need of new brake rotors and a heater core. In addition the power steering operates
intermittently.
The second locating truck # 905 is a 2001 Chevrolet ½-ton pickup truck with
approximately 66,000 miles. The truck was initially used by Water plant personnel to
transport parts to and from the plant, lift stations, and water tower. Over the past five
years, it has been used by Water & Sewer personnel to carry all needed equipment to
locate water mains, sanitary, and storm sewers. The current unit has extensive rust
throughout the entire vehicle, its pick-up bed is warped, a majority of the steering wheel’s
inner steel frame is exposed, and both bumpers are rotted with holes throughout. Finally
the truck is in need of four new tires and soon will be due for new brakes.
BUDGET/FISCAL IMPACT: The F.Y. 2015 capital equipment items were reviewed and
approved by the Public Works Committee at their December 10, 2013 meeting. As
previously noted, all required bidding procedures were adhered to and the following bids
for the replacement pick-up truck were received on November 20, 2014:
Dealership Bid Trade # 402 Trade # 905
Ray Chevrolet $27,474 $500 $500
Rock Chevrolet $30,388 $1,000 $1,000
The City’s fleet of pickups, one ton dumps, and police equipment is 98% GM products.
The City has had very good experience with these vehicles and has a good working
relationship with surrounding GM dealerships. With a majority of the fleet being GM
vehicles, the mechanics are able to streamline repairs and the parts inventory is
minimized due to many common parts. Warranty work can be completed at any GM
dealership and parts are readily available throughout the area.
In addition to accepting bids for the replacement pick-up truck, staff invited interested
private parties to bid on the outright purchase of the two trade-in vehicles. This was done
concurrently to the bid of the replacement pick-up truck so that the City could receive
the highest value from the existing two trucks. The following bids were also received on
November 20, 2014:
Unit # 402
Bidder Amount
Rob January $1,221
Fred Hamburg $1,001
Bill Fuesting $ 625
Unit # 905
Bidder Amount
Rob January $1,621
Fred Hamburg $1,001
Miguel Camarena $ 800
Bill Fuesting $ 600
13
December 1, 2014 City Council Agenda
Staff therefore recommends purchasing the replacement truck from the lowest bidder
and selling the existing trucks to the highest bidder, netting an additional $1,842 dollars
versus their trade-in value.
FY2015 Funding
Source
Account Number
Account
Budget
Amount
Requested
Budgeted?
Y/N
Capital Fund 311-5001-450-75-49 $29,000 $27,474 Y
COUNCIL ACTION: Award of bid for the replacement of pick-up trucks #402 and # 905 to
the lowest responsible bidder, Ray Chevrolet, in the amount of $27,474. In addition,
award of bid for the outright purchase of the two trade-in vehicles to Rob January in the
amount of $1,221 and $1,621 respectively therefore making the net amount spent to be
$24,632; this is $4,368 under the budgeted amount of $29,000.
8. Authorization to Dispose of City Property
PRESENTED BY: Michael Thomas, Director of Public Works (810-3540)
PURPOSE AND ACTION REQUESTED: Staff is requesting City Council authorization to
dispose of surplus equipment. Per Administrative Directive 3-2, any item staff believes has
a current value of $4,000 or more, requires City Council approval to sell. The item is sold
via the public bidding process with all of the required posting, public viewing and sealed
bid requirements fulfilled. The invitation to bid was placed on the City’s website, printed
in the News Sun, and e-mailed to the 400+ registered landscapers on file. Anyone is
allowed to submit a sealed bid and all items must be paid via cash or cashier’s check.
BACKGROUND/DISCUSSION: The pick-up truck in question was recently acquired through
the Police Department’s D.U.I. Seizure / Forfeiture process. The City has obtained title to
this vehicle and it is therefore official property of The City of Lake Forest. The vehicle has
accrued 102,000 miles and has multiple maintenance issues. After inspection by the
City’s Fleet Maintenance Section, it was determined that it would not be in the best
interest of the City to retain this vehicle.
The bid opening occurred on Thursday, November 20, 2014. Concurrent to bids being
received for the outright sale of this vehicle, staff also requested a trade-in value from the
dealerships bidding on a replacement pick-up truck for the Streets & Sanitation Section.
As noted below, the highest bid was from a private party.
Bid Tabulation for 2004 Chevrolet ½ ton 4WD Pick-Up Truck with 102,000 miles
Sergio’s Landscape $4,000
Ben Grum $3,800
Diane Horn $3,690
Rob January $3,620
Crystal Edwards $3,000
Arturo Escobar $2,550
Ray Chevrolet $2,000
Fred Hamburg $1,001
Rock Chevrolet $1,000
14
December 1, 2014 City Council Agenda
Ray Spetz $800
Bill Fuesting $650
BUDGET/FISCAL IMPACT: Per Section 3.10 of administrative Directive 3-2, all revenues
received from the sale of these items will be credited to the appropriate fund from which
the item was purchased or carried in inventory; in this case, Police Department’s D.U.I.
Fund.
COUNCIL ACTION: If determined to be appropriate by the City Council, staff requests
authorization to dispose of City property to the highest bidder as noted above. All
proceeds of the sale of this item will be deposited into the Police Department’s D.U.I.
Fund.
9. Approval for use of Transportation Alternatives Program (TAP) Grant Funding
for the McClory Bike Path Project
STAFF CONTACT: Robert W. Ells, Superintendent of Engineering (847-810-3555)
PURPOSE AND ACTION REQUESTED: TAP grant funds were awarded to The City of Lake
Forest for the McClory Bike Path project for consultant engineering and construction.
Staff requests authorization for the expenditure of funds for engineering and construction
for the subject project.
BACKGROUND/DISCUSSION: The City of Lake Forest has received $764,000.00 in grant
funding for this project. The City has entered into an agreement with T.Y. LIN to provide
design and Phase III Construction Engineering Services for this project. The project has
been bid through the IDOT bidding process and the work has been awarded to A-LAMP
Concrete Contractors. Work is expected to begin in early spring, 2015.
BUDGET/FISCAL IMPACT: This is an 80/20 reimbursable grant. The City will pay the
expenditures and receive reimbursement for 80% of the engineering and construction
costs.
Below is an estimated summary of project budget:
FY2015 Funding
Source
Account Number Amount
Budgeted
Amount
Requested
Budgeted?
Y/N
Capital Fund 311-0050-431-79-09 $1,147,390.00 $1,060,084.00 Y
COUNCIL ACTION: Staff recommends authorizing the expenditure of funds for
engineering and construction related to the McClory Bike Path project.
10. Award Bid for the Water Plant Intake Well Algae Pre-Screen Project
STAFF CONTACT: Dan Martin, Superintendent of Public Works (810-3561)
15
December 1, 2014 City Council Agenda
PURPOSE AND ACTION REQUESTED: Staff is requesting City Council approval to award the
bid for the Intake Well Algae Pre-Screen Project at the water plant. The purpose of a pre-
screen system is to collect algae from the intake pipes before it enters the plant. This in
turn allows the pre-filters and membrane modules to work at their highest capacity
without being hampered by algae and frequent backwashes. In order to have the pre-
screen system fully functional before the summer’s increased water demands, staff is
requesting City Council award the bid to begin the project immediately, thus allowing for
equipment to be ordered and have the system’s installation substantially completed by
May 1, 2015.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
Public Works Committee July 8, 2014 Approved Design Engineering
City Council July 21, 2014 Approved Design Engineering
Public Works Committee October 22, 2014 Endorsed Proceeding with Project
BACKGROUND/DISCUSSION: During the summer, 2012, the City’s water plant had an
extremely difficult time supplying water due to cold lake temperatures and high
demand. In the summer, 2013, the plant’s production was hindered by large amounts of
algae entering the plant and clogging the pre-filters and membrane modules. The
proposed pre-screen system will eliminate the algae issue for both the current and any
future membrane module the City may decide to use.
The algae pre-screen system would be installed vertically in the existing intake wet well,
which is approximately twelve feet wide by thirty feet deep. The ¼ inch mesh screen
panels attach to a traveling conveyor that collects and transports the algae debris up to
the top head enclosure, where high pressure jets of water flush the debris into a disposal
trough. The traveling screen system continually monitors water flow through the screens
and will run cleaning cycles automatically when the flow rate reduces enough to trigger
a cleaning. The Plant Operator will have full monitoring capabilities at the main control
station to ensure the system is operational and to notify them when the disposal troughs
need emptying. The useful life of the system is estimated at twenty years for major wear
components (i.e. conveyor linkage, spray nozzle assembly) and forty years for non- wear
parts (i.e. structural framing, piping).
BUDGET/FISCAL IMPACT: It is staff’s recommendation that similar to the Aquasource
module purchase awarded at the July 21, 2014 City Council Meeting, funding for the
actual pre-screen project be moved forward into the current fiscal year. As previously
noted, the proposed timing of this project would allow the system to be installed before
the summer months and most importantly, would allow one of two major restrictive issues
(cold water and algae) to be eliminated.
At the 2:00 PM, November 20, 2014 public bid opening, staff opened and read out loud
the following bids for this project:
16
December 1, 2014 City Council Agenda
After a complete review of the bids by the City’s project design engineer, Strand
Associates, Inc. and by staff, Northern Divers U.S.A.’s bid proposal met the project design
specifications. Last summer, Northern Divers U.S.A. was awarded a contract to install a
similar automated algae pre-screen system at the Waukegan Water Plant. Over the past
several years, they have also been hired by Great Lakes Naval Base, City of North
Chicago, City of Winnetka, Metra Union Station, and Thermal Chicago, Inc. to make
modifications and repairs to their algae pre-screen systems. Northern Divers U.S.A. was
awarded the contract to clean the two intakes at the Lake Forest water plant this past
June. They did very favorable work.
Staff is requesting additional approval and funding to enter into the following two
agreements for the Algae Pre-Screen Project: (1) with Strand Associates, Inc. to provide
construction management and inspection services for a not-to-exceed amount of
$75,000, and (2) with Flolo Corporation, the City’s sole vendor for the water plant
computer program writing and plant operating systems implementation, in the amount of
$6,500. Lastly, to cover unforeseen issues during this project, staff is requesting a 5% or
$25,525 contingency.
If approved by City Council, this project amount would be approved as a non-budgeted
expenditure and if needed, would be included in the year-end supplemental
appropriation ordinance. The five-year CIP identifies $675,000 as Intake Well Algae
Prescreen Project for FY16; this would therefore be considered an advance and reduce
the FY16 water capital program by the total project amount of $611,025.
FY2015 Funding
Source Fund Number
Account
Budget
Amount
Requested
Budgeted?
Y/N
Water Fund CIP 508-0001-434-67-53 $0 $611,025 N
COUNCIL ACTION: Staff requests that City Council award the bid to Northern Divers U.S.A.
in the amount of $504,000 for the Intake Well Algae Pre-Screen Project, to Strand
Associates, Inc. for a not-to-exceed amount of $75,000 for project management and
inspection, and to Flolo Corporation in the amount of $6,500 for computer programming.
Additionally, staff is requesting $25,525 project contingency for any unforeseen issues
during the project.
Contractor Bid Amount
Northern Divers U.S.A.
Spring Grove, Illinois $504,000.00
Joseph J. Henderson & Sons, Inc.
Gurnee, Illinois $734,000.00
Boller Construction Company, Inc.
Waukegan, Illinois $758,850.00
Manusos General Contracting, Inc.
Fox Lake, Illinois $897,000.00
17
December 1, 2014 City Council Agenda
11. Consideration of a Recommendation from the Plan Commission in Support
of Tentative and Final Plat Approval of a 2-Lot Re-Subdivision, the Church of
St. James Subdivision. The Property is Located on the west side of
Waukegan Road, north of Winwood Drive and is Commonly Known as 1380
N. Waukegan Road. (Approval of a Motion Granting Tentative and Final Plat
Approval)
STAFF CONTACT: Catherine Czerniak,
Director of Community Development (810-3504)
PURPOSE AND ACTION REQUESTED: Consideration of a recommendation from the Plan
Commission in support of approval of a plat of subdivision creating one additional lot is
presented for consideration as part of the Omnibus Agenda.
BACKGROUND/DISCUSSION: This resubdivision is proposed to facilitate the sale of
approximately 7-1/2 acres, a portion of the property owned by St. James Church, to a
single adjacent property owner. One new parcel will be created and an existing
property line will be shifted slightly. No development or infrastructure improvements are
planned. Through a private agreement, as part of the sale of the property, a covenant
will be placed on the property precluding development or transfer of the property during
the lifetime of the new owner. The Church will retain a first right of refusal on the property.
Tentative and final approval of the plat of subdivision is requested. A combined process
for tentative and final approval of a plat is routinely used for straight forward subdivisions
like this one, subdivisions in which only one or two additional lots are created and where
no development is planned.
The Plan Commission held a public hearing on November 12, 2014, to consider this
petition. No public testimony was presented on this petition.
The Plan Commission voted 4 to 0 to recommend tentative and final plat approval of the
St. James Subdivision to the City Council. A copy of the Plan Commission’s report begins
on page 133 of the Council packet. The report includes the conditions of approval as
recommended by the Commission.
COUNCIL ACTION: If determined to be appropriate by the City Council, approve a
motion granting tentative and final plat approval of the St. James Subdivision subject to
conditions as recommended by the Plan Commission.
COUNCIL ACTION: Approve the Eleven (11) Omnibus items as presented.
6. ORDINANCES
1. Consideration of (i) a Resolution Regarding the Termination of an
Intergovernmental Agreement, and Approval of a Wind-Up Agreement, with
District 67, and (ii) Ordinances Terminating Special Service Areas 33 and 36
(Final Reading)
18
December 1, 2014 City Council Agenda
PRESENTED BY: Victor Filippini, City Attorney
STAFF CONTACT: Elizabeth Holleb, Finance Director (847-810-3612)
PURPOSE AND ACTION REQUESTED: Staff requests that City Council consider approval of
the Proposed Resolution (page 140) and granting final reading of the Ordinances. (page
145)
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
Finance Committee 10/20/14 Status report on discussions with School
District 67.
BACKGROUND/DISCUSSION: In July 1994, the City and School District 67 executed an
Intergovernmental Community Facilities Financing Agreement (“the IGA”) that set forth
provisions for ongoing communication, cooperation and consultation related to the
housing of school-aged children within the public school system. Pursuant to the IGA,
which expired in July 2014, the City has utilized Tax Increment Financing (TIF) money to
support improvements at Everett School and established Special Service Areas (SSAs)
associated with specific developments to support constructing new school facilities,
school improvements or additions required to provide educational services and facilities
to the student population within the SSAs. In 1998 and 1999, School District 67 issued $12.8
million in bonds to address long-term facility needs and anticipated SSA tax assessments
to fund a portion of the debt service.
Due to the fact that the five School District SSAs currently in place have generated
nominal school district enrollment, City and SD67 representatives have discussed for more
than a year the possibility of terminating the SSAs in advance of their scheduled
termination. Agreement has been reached that would allow the City Council to adopt
ordinances terminating SSAs 33 and 36 eliminating tax assessments beginning with the
2014 levy year. SSA’s 15, 34 and 35 would be eliminated beginning January 2019.
In a related matter, the 1994 IGA included some non-SSA items that need to be
concluded, and representatives of the City and SD67 have been discussing steps to
close-out those items. The proposed Resolution finalizes those administrative tasks.
BUDGET/FISCAL IMPACT: None.
COUNCIL ACTION: Approval of the Proposed Resolution for the Wind-Up Agreement and
grant final reading Ordinances terminating SSA’s 33 and 36.
7. NEW BUSINESS
8. ADDITIONAL ITEMS FOR COUNCIL DISCUSSION
19
December 1, 2014 City Council Agenda
9. ADJOURNMENT
Office of the City Manager November 26, 2014
The City of Lake Forest is subject to the requirements of the Americans with Disabilities
Act of 1990. Individuals with disabilities who plan to attend this meeting and who require
certain accommodations in order to allow them to observe and/or participate in this
meeting, or who have questions regarding the accessibility of the meeting or the
facilities, are required to contact City Manager Robert R. Kiely, Jr., at (847) 234-2600
promptly to allow the City to make reasonable accommodations for those persons.
20
RESOLUTION
WHEREAS, ERIC A. MONTELLANO has been a dedicated employee of The City of Lake
Forest since May 1, 1991; and
WHEREAS, ERIC A. MONTELLANO did honorably retire from the City on November 21st,
2014; and
WHEREAS, ERIC A. MONTELLANO served in the following positions during his dedicated
career:
Firefighter/Paramedic from 1991-2003
Promoted to Lieutenant/Paramedic 2003
Appointed to Battalion Chief/EMT 2007
During his career he served as certified fire investigator, department operations officer, public
education committee (puppet team), fire inspector, fire service instructor, and handled the department’s
statistical reporting.
WHEREAS, during his career with the City, ERIC A. MONTELLANO accomplished the
following:
• Was awarded several honorable mentions from Lake Forest Residents
• Received several certifications through the Office of State Fire Marshal
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
LAKE FOREST that the Council, on behalf of the administration and residents of the community,
hereby expresses its appreciation and gratitude to ERIC A. MONTELLANO for a public service
faithfully performed; and
BE IT FURTHER RESOLVED that the City Clerk be and hereby is instructed to deliver a copy
of this resolution duly signed by the Mayor to ERIC A. MONTELLANO this 1st day of December
2014.
Mayor
21
Attachment 1
PROJECTED 2014 EQUALIZED ASSESSED VALUATION
Based on information from the County Clerk's Office
the projected Equalized Assessed Valuation (EAV) of property
in The City of Lake Forest for the tax year 2014 is as follows:
2013 EAV for The City of Lake Forest 2,253,547,404
Estimated average decrease to existing property 0.50%
2014 EAV for existing property 2,264,840,156
Total Estimated New Construction Growth for 2014 9,020,320$
Total Projected EAV for 2014 Tax Levy 2,273,860,476$
COMPUTATION OF MAXIMUM TAX EXTENSION FOR 2014 UNDER THE PROPERTY TAX
EXTENSION LIMITATION ACT
A.Tax Levy Extensions for the 2013 Tax Year (Excluding Debt 25,690,441$
Service, Special Rec and partial Fire Pension Tax Levy Extension)
B.Total Projected EAV for 2014 Tax Levy 2,273,860,476$
C.Total Estimated New Construction Growth for 2014 9,020,320$
D.CPI Increase for 2014 Levy 1.50%
Step 1 Numerator of Limiting Rate:25,690,441$ X 101.500%=26,075,798$
Step 2 Denominator of Limiting Rate:2,273,860,476$ -9,020,320 =2,264,840,156$
Step 3 Limiting Rate (Per $100 EAV):26,075,798$ /2,264,840,156 =0.01151$
Step 4 Maximum Tax Extension for 2014 Tax Year 2,273,860,476$ X 0.01151$ =26,179,651$
(Excluding Debt Service Tax Levy Extension):
Step 5 Added Tax Levy Extension Based on New =103,854$
Growth (Step 4 minus Step 1)
Aggregate Levy - Truth in Taxation Estimate:101.90%
Tax Cap 1.50%
TIF 0.00%
New Construction 0.40%
1.90%
ESTIMATING EQUALIZED ASSESSED VALUATION, TAX LEVY LIMITATIONS
AND NEW GROWTH PROJECTIONS FOR 2014
11/7/20144:26 PM taxlevy2014_1103
22
The City of Lake Forest
Tax Levy
2014
Attachment 2
FUND 2014 LEVY 2013 Extension $ CHANGE % CHANGE
General $13,181,563 13,070,575 110,988 0.85%
Pension Funds
IMRF/SS 1,155,950 1,138,867 17,083 1.50%
Police Pension 1,810,315 1,712,696 97,619 5.70%
Fire Pension 1,156,817 1,126,774 30,043 2.67%
Sub-Total Pension Funds 4,123,082 3,978,337 144,745 3.64%
Agency Funds
Recreation and Parks 4,368,839 4,304,275 64,564 1.50%
Recreation and Parks-IMRF/SS 536,690 528,758 7,932 1.50%
Special Recreation 0
Library 3,476,773 3,425,392 51,381 1.50%
Library-sites 388,850 383,103 5,747 1.50%
Sub-Total Agency Funds 8,771,152 8,641,528 129,624 1.50%
TOTAL LEVY UNDER TAX CAP 26,075,797 25,690,440 385,357 1.50%
Bond Funds (Cap - $3,330,702)
2010/2013 GO Bonds MS/CIP 899,190 850,662 48,528 5.70%
2009 GO Bonds Western 276,445 279,845 (3,400)-1.21%
Extension Adjustment 23,409 (23,409)
2008 GO Bonds RT 60/MS 825,644 829,206 (3,562)-0.43%
Sub-Total Bond Funds 2,001,279 1,983,122 18,157 0.92%
TOTAL TAX LEVY BEFORE
NEW GROWTH and ALLOWANCES 28,077,076 27,673,562 403,514 1.46%
Fire Pension PA 93-0689 60,885 45,071 15,814 N/A
Special Recreation 411,724 405,639 6,085 N/A
Plus New Growth 103,854 103,854 N/A
GRAND TOTAL TAX LEVY 28,653,539 28,124,272 529,266 1.88%
DISTRIBUTION OF GROWTH
General Fund Levy -90,007$
Library Levy -13,847
TOTAL NEW GROWTH 103,854$
11/7/20144:26 PM taxlevy2014_1103
23
The City of Lake Forest
Tax Levy
2014
Attachment 3
FUND 2014 LEVY 2013 Extension $ CHANGE % CHANGE
General $13,271,570 13,070,575 200,995 1.54%
Pension Funds
IMRF/SS 1,155,950 1,138,867 17,083 1.50%
Police Pension 1,810,315 1,712,696 97,619 5.70%
Fire Pension 1,217,702 1,171,845 45,857 3.91%
Sub-Total Pension Funds 4,183,967 4,023,408 160,559 3.99%
Agency Funds
Recreation and Parks 4,368,839 4,304,275 64,564 1.50%
Recreation and Parks-IMRF/SS 536,690 528,758 7,932 1.50%
Special Recreation 411,724 405,639 6,085 1.50%
Library 3,490,620 3,425,392 65,228 1.90%
Library-sites 388,850 383,103 5,747 1.50%
Sub-Total Agency Funds 9,196,723 9,047,167 149,556 1.65%
26,652,260 26,141,150 511,109 1.96%
Bond Funds
2010 GO Bonds MS/CIP 899,190 850,662 48,528 5.70%
2009 GO Bonds Western 276,445 279,845 (3,400)-1.21%
Extension Adjustment 23,409 (23,409)
2008 GO Bonds RT 60/MS 825,644 829,206 (3,562)-0.43%
Sub-Total Bond Funds 2,001,279 1,983,122 18,157 0.92%
GRAND TOTAL TAX LEVY 28,653,539 28,124,272 529,266 1.88%
11/7/20144:26 PM taxlevy2014_1103
24
The City of Lake Forest
Tax Levy
2014
Explanation of Homeowner Increase
Attachment 4
2014 LEVY 2013 Extension $ CHANGE % CHANGE
Levy before growth and exclusions 26,075,797$ 25,690,440$ 385,357$ 1.50%
Plus growth and exclusions 576,463 450,710 125,753$
TOTAL LEVY UNDER TAX CAP 26,652,260$ 26,141,150$
Bond Funds 2,001,279 1,983,122 18,157$ 0.92%
TOTAL TAX LEVY 28,653,539$ 28,124,272$ 529,266$ 1.88%
2014 2013
Forecast Actual
City Equalized Assessed Value ( EAV)2,273,860,476 2,253,547,404
1/3 market value
City Levy 28,653,539 28,124,272
Tax Rate 1.2601 1.2480 levy divided by EAV X 100
Average Home Market Value 804,009$ 800,000$
EAV 268,003 266,667
EAV X Tax Rate/100 3,377$ 3,328$ 49$ 1.48%
This is the impact projected on an average existing home.
This represents 19.6% (City) and 3.1% (Library) of the entire tax bill.
(Impacts on individual properties may differ.)
11/7/20144:26 PM taxlevy2014_1103
25
TAX LEVY 2014-2015
AN ORDINANCE PROVIDING FOR THE LEVY OF TAXES FOR ALL CORPORATE PURPOSES AND FOR
THE PUBLIC SCHOOLS OF THE CITY OF LAKE FOREST, COUNTY OF LAKE AND STATE OF ILLINOIS,
FOR THE FISCAL YEAR COMMENCING MAY 1, 2014 AND ENDING APRIL 30, 2015
BE IT ENACTED BY THE CITY COUNCIL OF THE CITY OF LAKE FOREST, COUNTY OF LAKE AND
STATE OF ILLINOIS:
SECTION 1: That the Annual Appropriation Bill, an ordinance making appropriation for the corporate
purposes of The City of Lake Forest and the objects and purposes stated therein according to the departments,
and other separate agencies, and for the Public Schools of The City of Lake Forest, County of Lake and
State of Illinois, for the fiscal year commencing May 1, 2014 and ending April 30, 2015 was duly passed
the 21st of July, 2014 and thereafter published in pamphlet form as provided by law, which ordinance by
reference thereto is hereby made a part of hereof.
SECTION 2: That the sum of fifty-seven million, nine hundred nineteen thousand, four hundred seventy-two
dollars ($57,919,472) having heretofore legally appropriated for all corporate purposes of The City of Lake
Forest and for the Public Schools of The City of Lake Forest, County of Lake and State of Illinois, to be
collected from the taxes levied for the fiscal year commencing May 1, 2014 and ending April 30, 2015 be
and same hereby is levied against all property subject to taxation with The City of Lake Forest as the same
is assessed and equalized for State and County purposes for the said fiscal year.
That the purposes for which the said amount fifty-seven million, nine hundred nineteen thousand,
four hundred seventy-two dollars ($57,919,472) hereto appropriated and hereby levied, respectively are
as follows, to wit:
GENERAL FUND Tax Levy
Appropriation 2014-2015
General Government
Salaries and Benefits 2,371,014$ 1,427,558$
Supplies/Other Services and Charges 5,343,891 3,217,491
Contingency - to meet expenses of emergencies
and optional expenses not otherwise provided for 3,199,585 -
TOTAL GENERAL GOVERNMENT 10,914,490$ 4,645,049$
Legal
Contractual Services 500,000$ 265,431$
TOTAL LAW 500,000$ 265,431$
Community Development
Salaries and Benefits 1,259,936$ -$
Supplies/Other Services and Charges 159,406 -
Capital Equipment - -
-
TOTAL COMMUNITY DEVELOPMENT 1,419,342$ -$
26
Tax Levy
Appropriation 2014-2015
Public Works Administration
Salaries and Benefits 351,032$ 336,511$
Supplies/Other Services and Charges 64,296 61,636
-
TOTAL PUBLIC WORKS ADMINISTRATION 415,328$ 398,147$
Public Buildings
Building Maintenance Administration
Salaries and Benefits 688,640$ 328,127$
Supplies/Other Services and Charges 704,014 335,452
TOTAL PUBLIC BUILDINGS 1,392,654$ 663,579$
Streets
Salaries and Benefits 840,887$ -$
Supplies/ Other Service and Charges 779,744 -
TOTAL STREETS 1,620,631$ -$
Sanitation
Salaries and Benefits 1,025,657$ 652,992$
Supplies/ Other Service and Charges 1,058,913 674,165
TOTAL SANITATION 2,084,570$ 1,327,157$
Storm Sewers
Salaries and Benefits 106,038$ 100,145$
Supplies/ Other Service and Charges 34,488 32,571
TOTAL STORM SEWERS 140,526$ 132,716$
Engineering
Salaries and Benefits 428,713$ 219,228$
Supplies/ Other Service and Charges 90,352 46,203
TOTAL ENGINEERING 519,065$ 265,431$
Fire
Fire Administration
Salaries and Benefits 4,378,954$ 2,204,750$
Supplies/ Other Service and Charges 245,212 123,461
Capital Equipment - -
Sub-Total 4,624,166$ 2,328,212$
27
Tax Levy
Appropriation 2014-2015
Emergency Medical Services
Supplies/ Other Service and Charges 25,000$ 12,587$
Sub-Total 25,000$ 12,587$
Fire Suppression
Supplies/ Other Service and Charges 95,502$ 48,084$
Sub-Total 95,502$ 48,084$
TOTAL FIRE 4,744,668$ 2,388,883$
Police
Salaries and Benefits 6,323,928$ 2,882,667$
Supplies/ Other Service and Charges 663,640 302,510
TOTAL POLICE 6,987,568$ 3,185,177$
TOTAL AMOUNT APPROPRIATED FROM GENERAL FUND 30,738,842$ 13,271,570$
Less: Total amount appropriated from other sources 17,467,272
other than Tax Levy
Sub-Total 13,271,570
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
GENERAL FUND 13,271,570$
ILLINOIS MUNICIPAL RETIREMENT AND SOCIAL SECURITY
For ILLINOIS MUNICIPAL RETIREMENT and SOCIAL SECURITY
(Excludes Water and Sewer Department, Fleet, Deerpath Golf Course,
Cemetery Commission and School District 67)
General Fund - IMRF 1,008,623$ 577,975$
General Fund - Social Security 641,027 577,975
Parks and Recreation Fund - IMRF 391,439 268,345
Parks and Recreation Fund - Social Security 314,284 268,345
-
TOTAL AMOUNT APPROPRIATED FROM ILLINOIS 2,355,373$ 1,692,640$
MUNICIPAL RETIREMENT AND SOCIAL SECURITY
Less: Total amount appropriated from other sources 662,733
other than Tax Levy
Sub-Total 1,692,640
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
ILLINOIS MUNICIPAL RETIREMENT AND SOCIAL SECURITY 1,692,640$
28
Tax Levy
Appropriation 2014-2015
FIREFIGHTERS'S PENSION FUND
Other Services and Charges 1,812,875$ 1,156,817$
Contingency to meet expenses for emergencies and expenses
not otherwise provided for 187,376 -
TOTAL AMOUNT APPROPRIATED FOR PAYMENT
TO THE FIREFIGHTERS'S PENSION FUND 2,000,251$ 1,156,817$
Less: Total amount appropriated from other sources
other than Tax Levy 843,434
Sub-Total 1,156,817
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE FIREFIGHTERS'S PENSION FUND 1,156,817$
Other Services and Charges 60,885$ 60,885$
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE FIREFIGHTERS'S PENSION FUND LAW PA 93-0869 60,885$ 60,885$
POLICE PENSION FUND
Other Services and Charges 2,232,027$ 1,810,315$
Contingency to meet expenses for emergencies and expenses
not otherwise provided for 223,203 -
TOTAL AMOUNT APPROPRIATED FOR PAYMENT
TO THE POLICE PENSION FUND 2,455,230$ 1,810,315$
Less: Total amount appropriated from other sources 644,915
other than Tax Levy
Sub-Total 1,810,315
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE POLICE PENSION FUND 1,810,315$
PARKS AND RECREATION FUND
Parks and Forestry
Administration
Salaries and Benefits 1,987,890$ 1,945,670$
Supplies/ Other Service and Charges 571,092 558,963
Capital Equipment 150,000 146,814
Sub-Total 2,708,982$ 2,651,447$
29
Tax Levy
Appropriation 2014-2015
Grounds Maintenance
Supplies/ Other Service and Charges 204,800$ 200,450$
Sub-Total 204,800$ 200,450$
Athletic Field Plg/Tennis
Supplies/ Other Service and Charges 59,000$ 57,747$
Sub-Total 59,000$ 57,747$
Lake Front Facilities
Supplies/ Other Service and Charges 38,500$ 37,682$
Sub-Total 38,500$ 37,682$
Tree Trimming
Supplies/ Other Service and Charges 26,000$ 25,448$
Sub-Total 26,000$ 25,448$
Tree Removal
Supplies/ Other Service and Charges 15,500$ 15,171$
Sub-Total 15,500$ 15,171$
Insect & Disease
Supplies/ Other Service and Charges 17,630$ 17,256$
Sub-Total 17,630$ 17,256$
Tree & Shrub Planting/Care
Supplies/ Other Service and Charges 9,500$ 9,298$
Sub-Total 9,500$ 9,298$
TOTAL PARKS AND FORESTRY SECTION 3,079,912$ 3,014,499$
Recreation
Recreation Programs
Salaries and Benefits 2,793,573$ 709,966$
Supplies/ Other Service and Charges 2,234,309 567,827
Capital Equipment 51,200 13,012
Sub-Total 5,079,082$ 1,290,805$
Parks Equipment Reserve 150,000 38,121$
Recreation Development Fund 100,000 25,414
Contingency to meet expenses of emergencies and expenses
not otherwise provided for 911,472 -
TOTAL RECREATION SECTION 6,240,554$ 1,354,340$
TOTAL AMOUNT APPROPRIATED FROM THE PARKS AND 9,320,466
RECREATION FUND
30
Tax Levy
Appropriation 2014-2015
Less: Total amount appropriated from other sources 7,966,126
other than Tax Levy
Sub-Total 4,368,839
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE PARKS AND RECREATION FUND 4,368,839$
Special Recreation
Salaries and Benefits 46,504$ 40,943$
Supplies/Other Services and Charges 248,534 218,815
Capital Improvements 172,606 151,966
Contingency to meet expenses of emergencies and
operational expenses not otherwise provided for 46,764 -
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
SPECIAL RECREATION 514,408$ 411,724$
PUBLIC LIBRARY FUND
Library Services
Salaries and Benefits 2,295,258$ 2,295,258$
Supplies/Other Services and Charges 974,000 974,000
Contingency to meet expenses of emergencies and
operational expenses not otherwise provided for 230,071 -
Total Lake Forest Public Library - General 3,499,329$ 3,269,258$
Less: Total amount appropriated from other sources 230,071
other than Tax Levy
Sub-Total 3,269,258
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE LAKE FOREST PUBLIC LIBRARY - GENERAL 3,269,258$
Social Security and IMRF
Social Security 125,000$ 110,681$
Illinois Municipal Retirement Fund (IMRF)175,000 110,681
Total Lake Forest Public Library - Social Security and IMRF 300,000$ 221,362$
Less: Total amount appropriated from other sources 78,638
other than Tax Levy
Sub-Total 221,362
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE LAKE FOREST PUBLIC LIBRARY - SOCIAL SECURITY AND IMRF 221,362$
31
Tax Levy
Appropriation 2014-2015
Library Building
Salaries and Benefits 153,125$ 113,388$
Supplies/Other Services and Charges 147,000 108,852
Sub-Total 300,125$ 222,240
Capital Equipment 75,000$ 55,536$
Capital Improvements 150,000 111,074
Sub-Total 225,000$ 166,610$
Total Lake Forest Public Library
Building Maintenance and Repair (Sites and Building)525,125$ 388,850$
Less: Total amount appropriated from other sources 136,275
other than Tax Levy
Sub-Total 388,850
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE LAKE FOREST PUBLIC LIBRARY -
BUILDING MAINTENANCE AND REPAIR 388,850$
Public Schools THE CITY OF LAKE FOREST
School District No. 67**
From the Educational Fund 27,339,452$ 23,697,212$
From the Operations, Building and Maintenance Fund 5,514,303 6,000,000
From the Capital Projects Fund 1,369,538 -
From the Illinois Municipal Retirement Fund 377,454 331,800
From the Social Security Fund 377,453 458,200
From the Transportation Fund 1,243,200 780,000
TOTAL AMOUNT APPROPRIATED FOR PUBLIC SCHOOLS
OF THE CITY OF LAKE FOREST (School District No. 67)36,221,400$ 31,267,212$
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
PUBLIC SCHOOLS OF THE CITY OF LAKE FOREST
(School District 67)31,267,212$
32
Tax Levy
Appropriation 2014-2015
Summary of the Amounts Appropriated From the
the Several Funds
General 30,738,842$ 13,271,570$
Illinois Municipal Retirement Fund (IMRF)1,400,062 846,320
Social Security 955,311 846,320
Firefighters's Pension 2,000,251 1,156,817
Firefighters's Pension law PA 93-0869 60,885 60,885
Police Pension 2,455,230 1,810,315
Sub-Total 37,610,581$ 17,992,227$
Parks and Recreation 9,320,466$ 4,368,839$
Special Recreation 514,408 411,724
Public Library 3,499,329 3,269,258
Public Library - Social Security 125,000 110,681
Public Library - IMRF 175,000 110,681
Public Library - Sites and Building 525,125 388,850
Sub-Total 14,159,328$ 8,660,033$
The City of Lake Forest School District No. 67 ***
Educational 27,339,452$ 23,697,212$
Operations, Building and Maintenance 5,514,303 6,000,000$
Capital Projects Fund 1,369,538 -$
Illinois Municipal Retirement Fund 377,454 331,800$
Social Security 377,453 458,200$
Transportation 1,243,200 780,000$
Sub-Total 36,221,400$ 31,267,212$
GRAND TOTAL 87,991,309$ 57,919,472$
*** The City of Lake Forest School District No. 67
will be holding a special meeting and these
tax levy numbers could change.
33
Section 3: Severability. If any provision of this Ordinance is declared unconstitutional, invalid, or
otherwise unenforceable by a court of competent jurisdiction, then that provision shall be deemed severed
from this Ordinance and the remainder of this Ordinance shall remain in full force and effect.
Section 4: The City Clerk of The City of Lake Forest is hereby directed to file a certified copy of this
ordinance with the County Clerk of Lake County in the State of Illinois as required by law.
Section 5: This ordinance shall be in force and effect ten (10) days after its passage, approval and publication.
PASSED THIS ____ day of ________________, 2014
____________________________________________
City Clerk
APPROVED THIS ____ day of ________________, 2014
_____________________________________________
Mayor
ATTEST:
______________________________________
City Clerk
That this ordinance be published in pamphlet form and be made available to the
public at the City Hall service counter.
34
AN ORDINANCE
ABATING A PORTION OF THE TAX BEING LEVIED IN 2014
FOR THE ANNUAL PAYMENT OF THE PRINCIPAL AND INTEREST
ON THE TAXABLE GENERAL OBLIGATION BONDS, SERIES 2010-B BOND ISSUE
(RECOVERY ZONE ECONOMIC DEVELOPMENT BONDS-DIRECT PAYMENT)
WHEREAS, the City Council of The City of Lake Forest, Lake County, Illinois, did on the 19th day of
April, 2010 authorize the issuance of Taxable General Obligation Bonds, Series 2010-B (Recovery Zone Economic
Development Bonds – Direct Payment) in the amount of $3,000,000 for the purpose of financing capital
improvements and provided for the levy and collection of a direct annual tax for the payment of the principal and
interest of said bonds; and
WHEREAS, the City has funds in the Taxable General Obligation Bonds, Series 2010-B Bond Fund from
payments from the U.S. Treasury; and
WHEREAS, The City of Lake Forest has on hand, sufficient funds to pay a portion of the tax levied for the
annual payment of the principal and interest on the Taxable General Obligation Bonds, Series 2010-B Bond Issue
(Recovery Zone Economic Development Bonds- Direct Payment) due in fiscal year commencing May 1, 2015,
therefore a portion of the levy of the tax provided in the original bond ordinance passed April 19, 2010, a copy of
which was filed in the Office of the County Clerk is unnecessary;
NOW, THEREFORE, BE IT ENACTED by the City Council of The City of Lake Forest as follows:
SECTION 1: That the County Clerk of Lake County, Illinois, is hereby authorized and directed to abate a
portion of the 2014 Tax Levy of $77,625.00 hitherto provided for and levied in the ordinance providing for the
issuance of $3,000,000 Taxable General Obligation Bonds, Series 2010-B (Recovery Zone Economic Development
Bonds – Direct Payment) of The City of Lake Forest, Lake County, Illinois passed April 19, 2010.
SECTION 2: That this ordinance shall be in full force and effect from and after its approval and publication
as required by law.
PASSED THIS ______ day of __________________, 2014.
_________________________________
City Clerk
APPROVED THIS ______ day of _______________, 2014.
_________________________________
Mayor
ATTEST:
______________________________
City Clerk
2010-B
35
AN ORDINANCE
ABATING A PORTION OF THE TAX BEING LEVIED IN 2014
FOR THE ANNUAL PAYMENT OF THE PRINCIPAL AND INTEREST
ON THE TAXABLE GENERAL OBLIGATION BONDS, SERIES 2010-C BOND ISSUE
(BUILD AMERICA BONDS-DIRECT PAYMENT)
WHEREAS, the City Council of The City of Lake Forest, Lake County, Illinois, did on the 19th day of
April, 2010 authorize the issuance of Taxable General Obligation Bonds, Series 2010-C (Build America Bonds-
Direct Payment) in the amount of $5,425,000 for the purpose of financing capital improvements and provided for
the levy and collection of a direct annual tax for the payment of the principal and interest of said bonds; and
WHEREAS, the City has funds in the Taxable General Obligation Bonds, Series 2010-C Bond Fund from
payments from the U.S. Treasury; and
WHEREAS, The City of Lake Forest has on hand, sufficient funds to pay a portion of the tax levied for the
annual payment of the principal and interest on the Taxable General Obligation Bonds, Series 2010-C Bond Issue
(Build America Bonds- Direct Payment) due in fiscal year commencing May 1, 2015, therefore a portion of the levy
of the tax provided in the original bond ordinance passed April 19, 2010, a copy of which was filed in the Office of
the County Clerk is unnecessary;
NOW, THEREFORE, BE IT ENACTED by the City Council of The City of Lake Forest as follows:
SECTION 1: That the County Clerk of Lake County, Illinois, is hereby authorized and directed to abate a
portion of the 2014 Tax Levy of $90,759.00 hitherto provided for and levied in the ordinance providing for the
issuance of $5,425,000 Taxable General Obligation Bonds, Series 2010-C (Build America Bonds – Direct Payment)
of The City of Lake Forest, Lake County, Illinois passed April 19, 2010.
SECTION 2: That this ordinance shall be in full force and effect from and after its approval and publication
as required by law.
PASSED THIS ______ day of __________________, 2014.
_________________________________
City Clerk
APPROVED THIS ______ day of _______________, 2014.
_________________________________
Mayor
ATTEST:
______________________________
City Clerk
2010-C
36
AN ORDINANCE
ABATING THE TOTAL TAX BEING LEVIED IN 2014
FOR THE ANNUAL PAYMENT OF THE PRINCIPAL AND INTEREST
ON THE 2011 GENERAL OBLIGATION SERIES 2011-A REFUNDING BOND ISSUE
WHEREAS, the City Council of The City of Lake Forest, Lake County, Illinois, did on the 6th day of
September, 2011 authorize the issuance of General Obligation Series 2011-A Refunding Bonds in the amount of
$2,415,000 for the purpose of currently refunding certain maturities of the City’s outstanding General Obligation
Bonds, Series 1999, 2003C and 2003D and provided for the levy and collection of a direct annual tax for the
payment of the principal and interest of said bonds; and
WHEREAS, the City has funds in the 2011 General Obligation Series 2011-A from sufficient revenues
collected from the City owned Cemetery, the waterworks and sewerage system and the City’s sales tax; and
WHEREAS, The City of Lake Forest has on hand, sufficient funds to pay the total tax levied for the annual
payment of the principal and interest on the 2011 General Obligation Series 2011-A Refunding Bond Issue due in
fiscal year commencing May 1, 2015, therefore the total levy of the tax provided in the original bond ordinance
passed September 6, 2011, a copy of which was filed in the Office of the County Clerk is unnecessary;
NOW, THEREFORE, BE IT ENACTED by the City Council of The City of Lake Forest as follows:
SECTION 1: That the County Clerk of Lake County, Illinois, is hereby authorized and directed to abate the
total 2014 Tax Levy of $345,062.50 hitherto provided for and levied in the ordinance providing for the issuance of
$2,415,000 General Obligation Series 2011-A Refunding Bonds of The City of Lake Forest, Lake County, Illinois
passed September 6, 2011.
SECTION 2: That this ordinance shall be in full force and effect from and after its approval and publication
as required by law.
PASSED THIS ______ day of __________________, 2014.
_________________________________
City Clerk
APPROVED THIS ______ day of _______________, 2014.
_________________________________
Mayor
ATTEST:
______________________________
City Clerk
2011A
37
AN ORDINANCE
ABATING THE TOTAL TAX BEING LEVIED IN 2014
FOR THE ANNUAL PAYMENT OF THE PRINCIPAL AND INTEREST
ON THE 2011 GENERAL OBLIGATION SERIES 2011-B REFUNDING BOND ISSUE
WHEREAS, the City Council of The City of Lake Forest, Lake County, Illinois, did on the 6th day of
September, 2011 authorize the issuance of General Obligation Series 2011-B Refunding Bonds in the amount of
$24,825,000 for the purpose of advance refunding certain maturities of the City’s outstanding General Obligation
Bonds, Series 2002A, Series 2004A and Series 2004B and provided for the levy and collection of a direct annual tax
for the payment of the principal and interest of said bonds; and
WHEREAS, the City has funds in the 2011 General Obligation Series 2011-B from sufficient revenues
collected from the waterworks and sewerage system, the City’s golf fees and the City’s sales tax; and
WHEREAS, The City of Lake Forest has on hand, sufficient funds to pay the total tax levied for the annual
payment of the principal and interest on the 2011 General Obligation Series 2011-B Refunding Bond Issue due in
fiscal year commencing May 1, 2015, therefore the total levy of the tax provided in the original bond ordinance
passed September 6, 2011, a copy of which was filed in the Office of the County Clerk is unnecessary;
NOW, THEREFORE, BE IT ENACTED by the City Council of The City of Lake Forest as follows:
SECTION 1: That the County Clerk of Lake County, Illinois, is hereby authorized and directed to abate the
total 2014 Tax Levy of $2,471,900.00 hitherto provided for and levied in the ordinance providing for the issuance of
$24,825,000 General Obligation Series 2011-B Refunding Bonds of The City of Lake Forest, Lake County, Illinois
passed September 6, 2011.
SECTION 2: That this ordinance shall be in full force and effect from and after its approval and publication
as required by law.
PASSED THIS ______ day of __________________, 2014.
_________________________________
City Clerk
APPROVED THIS ______ day of _______________, 2014.
_________________________________
Mayor
ATTEST:
______________________________
City Clerk
2011B
38
THE CITY OF LAKE FOREST
ORDINANCE NO. 2014-_________
AN ORDINANCE APPROVING A
FEE SCHEDULE FOR THE CITY OF LAKE FOREST
WHEREAS, The City has established various fees and charges as part of its
codes, ordinances, rules, regulations, and policies, which fees and charges are
reviewed from time-to-time; and
WHEREAS, the City Council has reviewed such fees and charges, and
hereby determines that it is necessary to adjust certain existing fees and charges,
and/or to establish formally other fees and charges; and
WHEREAS, the City Council has determined that it is in the best interests
of the City and its residents to adopt this Ordinance;
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CITY
COUNCIL OF THE CITY OF LAKE FOREST, COUNTY OF LAKE, STATE
OF ILLINOIS, as follows:
SECTION ONE: Recitals. The foregoing recitals are incorporated as the
findings of the City Council and are hereby incorporated into and made a part of
this Ordinance.
SECTION TWO: Approval of Fee Schedule. The City Council hereby
approves the fee schedule set forth in Exhibit A (“Fee Schedule”). To the extent
any provision of any code, ordinance, regulation, rule, or policy of the City is
39
2
contrary to the Fee Schedule, such provision is hereby deemed amended so that the
Fee Schedule shall control. Any fee or charge not otherwise listed on the Fee
Schedule shall remain unchanged and in full force and effect.
SECTION THREE: Effective Date of Fee Schedule. The fees and
charges set forth on the Fee Schedule shall take effect as of the date noted on the
Fee Schedule.
SECTION FOUR: Effective Date. This Ordinance shall be in full force
and effect upon its passage, approval, and publication in pamphlet form in the
manner provided by law.
Passed this ____ day of _________________________, 2014 AYES: NAYS: ABSENT: ABSTAIN: Approved this __ day of _________________________, 2014 _____________________________ Mayor ATTEST: _______________________________ City Clerk
40
3
Exhibit A
Schedule of Fees and Charges
41
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
1. Public Works
Water Utility Fees/Charges
Turn Off Water Fee Water 75 nc
Turn Off Water Fee After Hours Water 100 nc
Turn On Water Fee Water 75 nc
Turn On Water Fee After Hours Water 100 nc
Water Main Taps:Water
1 Inch Water 500 nc
1-1/2 Inch Water 1,000 nc
2 Inch Water 1,300 nc
3,4,6 and 8 inch taps Water 900 nc
Water Meter Fees:Water
3/4 Inch Water 470 nc
1 Inch Water 540 nc
1-1/2 Inch Water 910 nc
2 Inch Water 1,165 nc
3 inch Water 2,615 nc
4 inch Water 3,950 nc
6 inch Water 6,840 nc
Plant Investment Fee - SF Water 2,900 nc
Multi-Family Dwelling - new structure Water 2,652 nc
Residential pools, sprinkler systems Water 459 nc
Nonresidential buildings - new structures and additions Water 1.02/sq ft of entire nc
Water interior area of the building
Institutional buildings - new structure and additions Water .94/sq ft of entire nc
only if eligible for fed and state tax exempt status Water interior area of the building
General Fees
Sticker for Leaf/Grass Bags General 1.00 per sticker nc
Sanitation
Special Pickup General $ 40 per cubic yard nc
White Goods General 65 nc
White Goods W/CFC General 90 nc
Monthly refuse collection fee General 8.00 Per month nc
Exhibit A
42
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Licenses
Scavengers - collects and disposes of multi-family and 1,500 per company nc
commercial waste
Scavengers - collects and disposes of residential and 750 per company nc
commercial roll -offs
Scavengers - collection and cleaning of portable toilets 200 per company nc
2. Community Development
Water Utility Fees/Charges
Water Service Inspection Fee Water 50 nc
Home Inspection Fee Water 150 nc
Home Inspection Fee - Re-Inspection Water 50 nc
General Fees
Zoning Analysis General 100 nc
Building & Development Fees:
Service Contracts:
Lake Bluff General Per Agreement
Bannockburn General $5,000 min.nc
& 50% over that nc
Plan Review :
Remodeling up to $12,000 General 55 nc
$12,001 to $48,000 Remodeling General 55 nc
$48,001 - $120,000 Remodeling General 55 nc
over $120,000 Remodeling General 55 nc
Additional fee for plan reviews that require more than 2 hours General $55 per additional hour nc
New Construction - SFD General 400 nc
New Construction - 2FD General 230/unit nc
New Const. - Com. & Multi. Fam.$572+$50/nc
3 or more units 1,000 Sq. Ft.nc
Plan Re-Submittal Fee General $ 140 per re-submittal nc
43
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Alterations to Approved Plans General $ 140 + $55 per hour fee nc
for reviews
requiring more than 2 hours
Building Scale Calculation Fees
Single Family residence - first review General 400 nc
with completed Building Scale worksheet/detailed plans General 200 nc
Two-family dwelling General $ 189 per unit nc
with completed Building Scale worksheet/detailed plans General 120 nc
Additonal reviews (for revised plans)General 102 nc
On-site inspection for an existing dwelling General 102 nc
Office meeting to discuss for building scale calculation General 50 nc
Building Scale Waiver Request General 100 nc
Building Review Board Fees
Signs/Awnings/Landscaping/
Lighting/Fences General 75 nc
Two or more of above General 125 nc
Storefront Alterations General 100 nc
New Commercial building, school, hospital or multi-family building General 700 nc
per building
Alterations or major additions to commerical buildings, schools, General 323 nc
hopitals or multi-family buildings - per building
New multi-building projects - per building General 850 + 175 for more than nc
4 buildings (per building)
Satellite Dish General 100 nc
Changes to approved building materials General 60 nc
Demolition with replacement structure General 2,230 nc
Demolition partial and replacement addition General 1,310 nc
Demolition w/o Replacement Struture General 1,310 nc
Replacement/new single family home/duplex structure General 1,310 nc
Variance from Building Scale Ordinance General 367 nc
Revisions to Approved Plans General 225 nc
Historic Preservation Commission Fees
Demolition (complete) and replacement structure General 2,450 nc
Demolition (partial) and replacement structure General 1,529 nc
Removal of less than 50%
New Residence on Vacant Property (building scale fee also)General 1,050 nc
44
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Additions & Alterations to Existing Residence (building scale fee also)General 500 nc
Revisions to Approved Plans General 225 nc
Variance from Building Scale Ordinance General 367 nc
Rescission of local landmark designation, amendment of
local landmark designation or historic map amendment General 2,500 nc
Project Fees
Red Tag , per violation, per day General 300 nc
Stop Work Order General 750 nc
Street Obstruction - first 30 lineal fee of public right-of-way General 30 nc
Street Obstruction - for each 20 lineal feet or fraction therof in excess
of 30 feet General 10 nc
Re-Inspection all permits (failed/no show)General 175 nc
Additional Inspections General 50 nc
Off Hour Inspections General $50 administration fee plus per hour cost of inspector nc
Const. Codes Comm. Fees:
Variances from Construction Code General 250 nc
Administrative Appeals General 150 nc
Demolition Tax Cap Imp/12,000 nc
Afford Hsing
Zoning Board of Appeals
Variations from Zoning Codc General 287 nc
Administrative Appeals General 150 nc
Special Use Permit - Existing Developments General 655 nc
Legal Ad Publication (as required)General 50 nc
Plan Commission
Minor Subdivisions-Tentative Approval 2,3 or 4 lots General 2,184 nc
payable at time of application
Minor Subdivisions-Final Approval General 250+35/lot plus nc
engineering and recording fees
Major Subdivisions-Tentative Approval 5 or more lots General $3,822+35 for each nc
General lot over 5 nc
45
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Major Subdivisions-Final approval paid prior to recording of plat General $400+35/nc
General plus $5/lot nc
General over 10; +nc
engineering and recording fees
Planned Preservation Subd Special Use Pemit plus minor/major subd fee General 2,500 nc
Zoning Change General 3,328 nc
Filing fee for all other developments General 788 nc
Code Amendment General 3,328 nc
Extension of Tentative Subdivision Plat Approval General 150 nc
Administrative Property Line shift General 250 nc
Legal Ad Publication (as required)General 50 nc
Permits
Building Permits repair and maintenance under $6,000 General 40 nc
Building Permits - $100,000 or less General 1.5% of total construction nc
General (50 min)nc
Building Permts - over $100,000
$100,001 - $200,000 General 2% of total construction nc
$200,001 - $500,000 General $4,000 + 1% of total cc in excess of $200,000 nc
$500,001 and above General $7,000 + .5% of total cc in excess of $500,000 nc
Underground storage tank removal General
(single family and duplex)$150 per tank nc
All other properties General $250 per tank nc
Hot work General 25 nc
Permit Extensions General $150 adminstration fee plus 20% of the orignal nc
permit fee - 6 month extension
Adminstration Demolition General 500 nc
Driveway Permits:
Residential - new curb cut General $50 per cut nc
resurface driveway - no change General 25.00 per cut nc
reconfiguration or change of material General 50 nc
Commercial General $500 + $50/unit nc
Multi-Family General $500 + $50/unit nc
46
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Sign Permits
Lights General $10/sq.ft.nc
No Lights General $5/sq.ft.nc
Satellite Permit General 100 nc
Satellite dish General 1.5% of cost, 50 min nc
Plumbing
Irrigation Systems General 2.00 per head nc
General $ 60 min nc
Plumbing - base charge General 60+$5.50/fix.nc
Recording of Public Right-of-Way agreement General 40 nc
for sprinkler system
Sanitary Sewer General $50 min + 1.00/ft over 50 ft nc
Storm Sewer General $50 min + 1.00/ft over 50 ft nc
Street Opening
Electrical General $100, plus $1 per unit beyond 100 total units nc
Electrical Service General 75 nc
Electric - motors General $75 + .50 per horsepower nc
HVAC
Residential - New or replacement
1 or 2 units General 52 nc
Each additional unit General 45 nc
Duct work General 52 nc
Commercial New General $52 per 1,500 nc
General sq ft of floor area
Commerical - replacement of existing units General same as residential nc
Sign General 1.5% construction cost nc
General 50 min nc
Construction Trailer Permit (Commercial Construction Sites only)General $100 per month nc
Purchase of Parking
Space per Zoning Code General to be set by City Council at the time nc
of approval based on market costs
Vending Licenses
Health -Restaurant (20 or Less)General 250 nc
Health - Restaurant (21-99)General 350 nc
Health - Restaurant (100 + Seats)General 600 nc
Health - Itinerant Restaurant General 250 nc
Health - Food Store General 100.00 nc
47
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Health - Limited Food Store (selling candy)General 50.00 nc
Food Vendor (delivery)General $150/Veh.nc
Milk Vendor (delivery)General $100/Veh.nc
Health - Milk Store General 100 nc
Ice Vending Machine per machine General 110 nc
Food Vending Machine per machine General 55 nc
Candy Vending Machine per machine General 55 nc
Pop/Soft drink Vending Machine per machine General 55 nc
Milk Vending Machine per machine General 55 nc
Tobacco vending machine per machine General 50 nc
Card/Trinket Vending Machine per machine General 55 nc
Amusement Machine per machine General 110 nc
HVAC Contractor General 60 nc
Electrical Contractor General 60 nc
Juke Box General 25 nc
Pool Table General 25 nc
Elevator Inspection Fee General Variable nc
DVD Vending Machine License General 110 nc
Tree and Vegetation Removal
Application Review Fee General $30 nc
Removal of Heritage Tree General $ 40 per tree nc
Removal of tree 10" DBH or larger within the streetscape preservation General $ 40 per tree nc
area, the front yard or the corner side yard
Removal of trees or vegetation from a Conservation Easement General $ 35 per 1 1/2 acre site nc
Removal of trees froma Tree Preservation or No Disturbance area General $ 35 per tree nc
Removal of trees or shrubs from any ravine or bluff General $ 35 per 1 1/2 acre site nc
Removal of trees or shrubs from a public right of way General $ 35 per 1 1/2 acre site nc
or other public property
Ash tree removals General No Fee nc
Bonds
Permit Renewal - for projects with estimated construction General 13% of permit fee nc
costs of $200,000 or less refundable upon completion
of project within one year
Permit Renewal - for projects with estimated construction General 17% of permit fee nc
costs of more than $200,000 refundable upon completion
of project within 18 months
48
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Fire Protection Fees:
Life Safety Plan Review Fee - New Constr/Addition General $ 500 min or .05 s.f.nc
includes all floors
Life Safety Plan Review Fee - Remodel/Alteration General $ 60 min or .05 sf nc
includes all areas
Fire Suppression Systems (Plan review and 2 inspections)
Single Family/Duplex Residential
New General $120 or .05 per s.f whichever is greater nc
Addition/Alteration General $60 or .05 per s.f for scope of work area nc
whichever is greater
Flush/Pump test General No fee inspection (test)nc
Commercial/Multi Family
New General $500 or .05 per s.f. whichever is greater nc
Addition/Alteration General $250 or .05 s.f. for scope of work area whichever is greater nc
Specialized Suppression (FM 200, clean agent)General $150 per system ( in addition to above fees for the overall system)nc
Underground Flush Test General 75 nc
Fire Pump Test General 175 nc
Stand pipe riser General 100 nc
Fire Alarms
Single Family/Duplex Residential General $75 or .05 per s.f. whichever is greater nc
Commercial/Multi Family - New General $75 or .05 per s.f. whichever is greater nc
Commercial/Multi Family - Addition/Alteration General $75 or .05 per s.f. whichever is greater nc
Inspections/Tests
Annual Underground Flush test Water $75 + cost per gallon of water, at current rate as nc
established by the City Council, based on pipe size nc
Annual Fire Pump Test Water $175 + cost per gallon of water, at current rate as nc
established by the City Council, based on pump size nc
Other
Hood and Duct Extinguishing System - New General $300 per system nc
Hood and Duct Extinguishing System - Alteration General $100 per system nc
49
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Altenative Letter of Credit Review General $100 per review nc
Conditional Certificate of Occupancy (single family
and duplex)General $200 per unit nc
Conditional Certificate of Occupancy (multi-family
and commercial)General $250 or $25 per square foot, whichever is greater,nc
to a maximum of $1,500 nc
3. Finance
Water Utility Fees/Charges
Water Sales/1,000 Gallons
Effective with Water Bills mailed on or after May 1, 2015
Lake Forest Residential - to 60,000 Gallons per Quarter Water 5.14 5.30 3.11%174,686
Lake Forest Residential - over 60,000 Gallons per Quarater Water 5.40 5.57 3.15%incl
Lake Forest All Other Users Water 5.30 5.46 3.02%incl
Del Mar Woods Water 7.30 7.52 3.01%incl
Other Non resident users Water 7.30 7.52 3.01%incl
Sewer Charge/1,000 Gallons (winter usage)Water 1.16 nc
Customer Charge - Water (Inside)
5/8" to 1.5" meter Water $30/quarter nc
2" to 4" meter Water $150/quarter nc
6" and above meter Water $750/quarter nc
Benefit Access Program Discount - must renew annually Water $(10)/quarter nc
Customer Charge - Water (Outside)
5/8" to 1.5" meter Water $40/quarter nc
2" to 4" meter Water $165/quarter nc
6" and above meter Water $790/quarter nc
Customer Charge - Sewer
5/8" to 1.5" meter Water $5/quarter nc
2" to 4" meter Water $20/quarter nc
6" and above meter Water $100/quarter nc
Beach Parking Fee
Beach Parking
Temporary (R)General 85 nc
Temporary (NR)General 910 nc
50
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Parking Permits
Resident-Full Year Parking 313 nc
Resident-Monthly Parking 30/Month nc
Resident - Unlimited Parking 1,000 nc
Employer Purchased-Full Yr. Parking 180 nc
Employer Purchased-Monthly Parking 20/Month nc
Non-Resident-Full Year Parking 700 nc
Non-Resident - Monthly Parking 60/Monthly nc
An envelope of 10 tokens Parking 25 nc
Daily Parking Fee-Telegraph Parking 3 nc
Daily Parking Fee-All Other Parking 3 nc
Licenses
Car and Lt Truck General 85 nc
HeavyTruck (8,000+ lbs.)General 110 nc
Motocycles General 45 nc
Senior Citizen 65 and over General no discount nc
Transfers General 5 nc
Penalties General 50%nc
Dog License General 10 nc
Cat License General 10 nc
Auto Dealer License General 50+20/Veh nc
Disabled vehicle sticker (Benefit Access Program)General 45 nc
Real Estate Transfer Tax Cap Imp $4.00 per $1,000 nc
Credit Card Service Fees-Effective January 1, 2015
Daily Parking General 0
$.25 per
transaction
Building Permits General 0
lesser of
3.00% or
maximum
allowable by
law
51
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
4. Parks and Recreation
Golf Course Fees/Charges:
Seasonal Fees-Resident: Before February 15, 2015
Class A -Adult Single DPG 1,358 nc
Class B -Adult Combo DPG 2,355 nc
Class C -Limited DPG 1,008 nc
Class D -Junior DPG 606 nc
Class F - Senior Citizen DPG 807 nc
Limited Plus DPG 859 nc
Seasonal Fees-Resident: effective February 15, 2015
Class A -Adult Single DPG 1,358 1,385 1.99%2430
Class B -Adult Combo DPG 2,355 2,402 2.00%564
Class C -Limited DPG 1,008 1,028 1.98%220
Class D -Junior DPG 606 618 1.98%36
Class F - Senior Citizen DPG 807 823 1.98%1248
Limited Plus DPG 859 876 1.98%221
Seasonal Fees (Non-Resident) effective February 15, 2015
Class A -Adult Single DPG 1,794 nc
Class B -Adult Combo DPG 2,629 2,402 -8.63%-227
Class C -Limited DPG 1,107 1,028 -7.14%-474
Class D -Junior DPG 653 618 -5.36%-105
Class F - Senior Citizen DPG 1,095 nc
Limited Plus DPG 873 876 0.34%21
Daily Fees-Resident: effective January 1, 2015
Weekday-9 DPG 28 nc
Weekday-18 DPG 42 nc
Senior Citizen 18 (weekday)DPG 36 nc
Weekend 9 DPG 32 nc
Weekend -18 DPG 50 nc
Weekday Twilight DPG 37 nc
Weekend Twilight DPG 39 nc
52
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Daily Fees-Non-Resident: effective January 1, 2015
Weekday.-9 DPG 33 nc
Weekday.-18 DPG 49 nc
Senior Citizen 18 (weekday)DPG 40 nc
Weekend 9 DPG 34 nc
Weekend-18 DPG 54 nc
League Play DPG 23 nc
Weekday Twilight DPG 39 nc
Weekend Twilight DPG 41 nc
Promotional Rounds (PNI and Others)DPG 42 nc
Electric Golf Carts: effective January 1, 2015
9 Holes DPG 24 nc
18 Holes DPG 34 nc
9 Holes Single Rider DPG 12 nc
18 Holes Single Rider DPG 19 nc
Range Balls
Small Bucket DPG 4 nc
. Large Bucket DPG 6 nc
Double Bucket DPG 15 nc
Promotional Cart (PNI and other)DPG 27 nc
Pull cart - 9 holes DPG 4 nc
Pull cart - 18 hoes DPG 5 nc
USGA Handicap Fees - Members DPG 34 nc
Permanent Tee Time - Weekend DPG 300 nc
Permanent Tee Time - Holidays DPG 50 nc
Rental Clubs DPG 20 nc
Locker - 18 inch DPG 105 nc
Locker - 12 inch DPG 95 nc
Park Fees
Park Picnic Permits
0 - 50 People Parks/Rec 50 nc
51 or more People Parks/Rec 50 nc
53
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Picnic Tables Parks/Rec 25 per table nc
Grills Parks/Rec 85 per grill nc
Boating and Beach Fees - effective February 1, 2015
Watercraft Ramp/Sailboat Permits-Recreation
Watercraft Ramp (R)Parks/Rec 435 446 2.53%759
Watercraft Ramp 2nd boat/ half season Parks/Rec 217 223 2.76%54
Watercraft Ramp (R) (Sen.) Parks/Rec 326 335 2.76%0
Watercraft Ramp (R) (Sen) 2nd boat/ half season Parks/Rec 163 168 3.07%99
Watercraft Ramp (NR) Parks/Rec 2,759 892 -67.67%20
Year round compound storage Resident Parks/Rec 1,929 1977 2.49%-1867
Year round compound storage Resident senior Parks/Rec 1,447 1483 2.49%576
Year round compound storage non-resident Parks/Rec 5,807 2966 -48.92%252
Seasonal compound storage Resident Parks/Rec 1,305 1338 2.53%
Seasonal compound storage Resident Senior Parks/Rec 979 1003 2.45%99
Seasonal compound storage Non-resident Parks/Rec 3,915 2007 -48.74%48
Year round watercraft rack storage resident Parks/Rec 540 nc
Year round watercraft rack storage resident senior Parks/Rec 405 nc
Year round watercraft rack storage non-resident Parks/Rec 1,620 540 -66.67%
Seasonal watercraft rack storage resident Parks/Rec 315 nc
Seasonal watercraft rack storage resident senior Parks/Rec 236 nc
Seasonal watercraft rack storage non-resident Parks/Rec 945 315 -66.67%
Year round watercraft sand storage resident Parks/Rec 668 nc
Year round watercraft sand storage resident senior Parks/Rec 501 nc
Year round watercraft sand storage non-resident Parks/Rec 2,004 1002 -50.00%
Seasonal watercraft sand storage resident Parks/Rec 410 nc
Seasonal watercraft sand storage resident senior Parks/Rec 308 nc
Seasonal watercraft sand storage non-resident Parks/Rec 1,230 615 -50.00%
South Beach Parking Permit (R)Parks/Rec 126 129 2.38%90
South Beach Parking Permit (R) (Sen.)Parks/Rec 94 97 3.19%84
South Beach Parking Permit (NR)Parks/Rec 1,549 910 -41.25%
South Beach Parking Permit Employee/Retiree Parks/Rec 84 86 2.38%2
Extra vehicle decal resident - center isle Parks/Rec 126 129 2.38%72
Extra vehicle decal senior - center isle Parks/Rec 94 97 3.19%15
Extra vehicle decal nonresident - center isle Parks/Rec 1,549 194 -87.48%
Daily Boat Launch resident Parks/Rec 38 nc
Daily Boat Launch nonresident Parks/Rec 60 nc
Resident Guest Daily Parking Pass, limit 5 per season Parks/Rec 10 nc
54
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Nanny Parking Pass Parks/Rec 85 nc
Senior Caregiver Parking Pass Parks/Rec 85 nc
Non resident beach fee, weekends and holidays Parks/Rec 10 nc
Fitness Center Fees - effective May 1, 2015
Fitness Center Membership Fees
Individual resident rate Parks/Rec 362 371 2.49%7,282
Individual resident rate - 6 months Parks/Rec 249 260 4.42%400
Individual resident rate - 3 months Parks/Rec 186 130 -30.11%-4,254
Individual non-resident rate Parks/Rec 434 464 6.91%914
Individual non-resident rate - 6 months Parks/Rec 322 325 0.93%
Individual non-resident rate - 3 months Parks/Rec 222 162 -27.03%-2,520
Couple resident rate Parks/Rec 565 649 14.87%15,520
Couple resident rate - 6 months Parks/Rec 452 455 0.66%303
Couple resident rate - 3 month Parks/Rec 277 227 -18.05%76
Couple non-resident rate Parks/Rec 679 812 19.59%803
Couple non-resident rate - 6 months Parks/Rec 567 568 0.18%
Couple non-resident rate - 3 months Parks/Rec 332 284 -14.46%
Family resident rate Parks/Rec 791 844 6.70%19,696
Family resident rate - 6 months Parks/Rec 679 591 -12.96%
Family resident rate - 3 months Parks/Rec 366 295 -19.40%
Family non-resident rate Parks/Rec 948 1055 11.29%107
Family non-resident rate - 6 months Parks/Rec 836 739 -11.60%
Family non-resident rate - 3 months Parks/Rec 441 369 -16.33%
Senior resident rate Parks/Rec 272 278 2.21%-22
Senior resident rate - 6 months Parks/Rec 187 195 4.28%-91
Senior resident rate - 3 months Parks/Rec 139 97 -30.22%
Senior non-resident rate Parks/Rec 325 348 7.08%231
Senior non-resident rate - 6 months Parks/Rec 241 244 1.24%87
Senior non-resident rate - 3 months Parks/Rec 167 122 -26.95%
Senior couple resident rate Parks/Rec 423 487 15.13%3,461
Senior couple resident rate - 6 months Parks/Rec 339 341 0.59%114
Senior couple resident rate - 3 months Parks/Rec 208 170 -18.27%
Senior couple non-resident rate Parks/Rec 509 609 19.65%-206
Senior couple non-resident rate - 6 months Parks/Rec 425 426 0.24%426
Senior couple non-resident rate - 3 months Parks/Rec 249 213 -14.46%
Student resident rate Parks/Rec 276 283 2.54%2,256
Student non-resident rate Parks/Rec 331 354 6.95%400
55
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Matinee resident rate Parks/Rec 182 187 2.75%281
Matinee non-resident rate Parks/Rec 217 233 7.37%98
All-inclusive - member - effective December 6, 2012 Parks/Rec 279 286 2.51%-3,548
All-inclusive - non-member - effective December 6, 2012 Parks/Rec 620 636 2.58%424
5. OCM
General Fees & Charges:
Birth certificates (January 1, 2010)General $10 first/$4 additional nc
Death certificates (January 1, 2013)General $14 first/$6 additional nc
On-line data entry fee by city staff ( January 1, 2010)General 10 nc
Passport General 30 nc
Solicitors Permit General $40 nc
Solicitors Permit General $30 nc
Electric Car General $1 per Hour nc
Special Event Fees
Police Officer hourly rate General $80 nc
Firefighter/Paramedic hourly rate General $80 nc
Police and Fire Vehicle General $110 nc
Public Works hourly rate General $63 nc
Parks hourly rate Parks/Rec.$63 nc
Barricades 1 - 10 General $5 nc
Bleacher keep in park General $40 nc
Bleacher move to another location General $70 nc
Litter Barrels 1 - 6 General $135 nc
Litter Barrels 7 - 12 General $45 nc
Picnic Tables 1 - 6 General $55 nc
Picnic Tables 7 - 12 General $150 nc
Grills General $245 nc
85 nc
Licenses
Raffle License General 25 nc
Tobacco License General 125 nc
Landscapte License (March 1 to Feb 28)General 100 nc
Penalties - Landscape License Applicatns after June 1 General 25 nc
56
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Alcoholic and Beverages:
Class A-1 General 2,700 nc
Class A-2 General 1,500 nc
Class A-3 General 275 nc
Class B-1 General 2,500 nc
Class C-1 General 2,600 nc
Class C-2 General 3,000 nc
Class C-3 General 800 nc
Class D-1 General 2,500 nc
Class E-1 General 3,000 nc
Class F-1 General 100 nc
Class F-2 General
100 for each 24 hour period or any part therof: $50 not
for profit with proof of 501 ( c)3 statuts nc
Class F-3 General
75 for each 24 hour period or any part therof: $50 not for
profit with proof of 501 ( c)3 statuts nc
Class F-4 General 500 per vendor for the duration of the duration nc
of the sporting event nc
Class F-5 General 1,100 nc
Class F-6 General 600 nc
Class G-1 General 200 nc
Class G-2 General 600 nc
Class H-1 General 600 nc
Class H-2 General 1,100 nc
Class I-1 General None nc
Annual Renewal General 150 renewal existing or change in owners or officers nc
Application Fee General 300 new license nc
Liquor License Penalty Fee General 0 $25 100.00%750
Impact Fees
Library Library see ordinance nc
Fire and Emergency Services General see ordinance nc
Park Site PPL see ordinance nc
Park Development PPL see ordinance nc
Police General see ordinance nc
Public Works General see ordinance nc
School District 67 (information only)pay School see ordinance nc
High School District 115 (information only)pay School see ordinance nc
57
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
6. Police
General Fees & Charges:
Bank ID Card Fee General 25 nc
Adult Finger Print Fee
Resident or Employee General 25 nc
Non-resident General 200 nc
Licenses
Taxicab General 50 nc
Taxicab Driver General 50 nc
Taxi Business License (paid at City Hall)
New General 100 nc
Renewal General 100 nc
Fines & Penalties:
Overtime Parking - Lot General $15/25/50 nc
Improper Parking - Lot General 15/25/50 nc
Parking in Prohibited Area- Lot General 15/25/50 nc
Overtime Parking - Other General $15/25/50 nc
Improper Parking - Other General 15/25/50 nc
Parking in Prohibited Area- Other General 15/25/50 nc
Parking at Boat Ramp General 125/150/175 nc
No Vehicle License General 75/100/125 nc
No parking east of Sheridan Road General 125/150/175 nc
No Animal License General 15/25/50 nc
Dog-At-Large General 40/55/70 nc
Code Violations General variable nc
Motor Code Violations General variable nc
Dog Barking General 15/25/50 nc
Leaf Burning General 15/25/50 nc
Handicapped Parking General 250 nc
Dog Public Nuisance General 100/500/750 nc
Burglar Alarm Fees General 0/50/100/250 nc
58
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
7. Fire
General Fees & Charges:
Ambulance-Resident ALS transport General 587.40 nc
Ambulance-Resident ALS2 transport General 703.98 nc
Ambulance-Resident BLS transport General 524.40 nc
Ambulance-Non Resident ALS transport General 735.63 nc
Ambulance- Non Resident ALS2 transport General 903.98 nc
Ambulance-Non Resident BLS transport General 666.74 nc
Ambulance - Mileage General 6.05 per mile nc
8. Engineering
Sewer System Connection Fee
Single Family Dwelling 825 nc
Two - family Dwelling 825 per unit nc
Multi-family Dwelling 165 per population equiv nc
1,650 min nc
Non-Residential Buildings 165 per population equiv nc
1,650 min nc
Institutional buildings with Fed and State tax exempt status 825/connection nc
Site Grading
Site Grading - New construction 500 nc
If no grading, request may be submitted for a waiver of the requirement of 100 nc
grading plan
Resubmittal 125 nc
Revisions to approved grading plans 125 nc
Tree fencing inspection fee 125 nc
Site grading security (financial guarantee - refundable)3,000 per acre of development nc
Water Shed Development Fee: Revised Fee Schedule
General Fees
Sediment and Erosion Control Only
Single Family Residential Lot (See site grading ordinance)see ordinance
Single Family Residential Lot (within regulatory floodplain)750 nc
Development (<10 acres)850 nc
Development ( ≥ 10 acres)1,000 nc
59
12/1/14 City Council
The City of Lake Forest
Effective May 1, 2015 or As Noted PROPOSED
Fees and Charges FY2016
Amount $$
%Projected
Fund FY2015 FEE CHANGE Revenue
Minor Development
Without detention 2,000 nc
With detention or Fee - in - lieu 3,000 nc
Major Development
With detention or Fee-in-lieu 4,500 nc
Within regulatory floodplain ( < 10 acres)3,000 nc
Within regulatory floodplain (≥ 10 acres)4,000 nc
Wetland Fees
Category I Wetland impacts less than or equal to 1 acre 500 + appropriate General fee nc
Category II Wetland impacts greater than 1 acre and less than 2 acres 750 + appropriate General fee nc
Category III Wetland impacts greater or equal to 2 acres or impacts a HQAR 1,000 + appropriate General fee nc
Category IV Wetland impacts involving either restoration, creation 500 (< 1 acre) + applicable Gen fee nc
or enhancement 1,000 (≥ 1 acre) + applicable Gen fee nc
Resubmittal fee 1/3 of total Watershed Permit Fee/each resubmittal nc
Earth Change Approval 1,000 + applicable Watershed Permit Fee nc
Securities - financial guarantee refundable 3,000 per acre of development nc
Variances 2,200 + applicable Watershed Permit Fee nc
Appeals 550 + applicable Watershed Permit Fee nc
Flood Plain Analysis and Report 35 nc
Construction Engineering Standards Manual 35 nc
9. Senior Resources
Membership Dues
Residents of Lake Forest, Lake Bluff and unincorporated
Lake Forest and Lake Bluff Senior Resources $35 per person nc
$55 per family nc
Outside of Lake Forest and Lake Bluff Senior Resources $45 per person nc
$65 per family nc
Circuit Breaker participants Lake Forest and Lake Bluff Senior Resources $10 per person nc
residents only $15 per family nc
Car and Bus rides Senior Resources $3/fee each direction nc
$6 round trip nc
Taxi subsidy- Lake Forest and Lake Bluff residents Senior Resources 16 coupons/month nc
living within the Lake Forest High School District for a value of $3/each nc
60
THE CITY OF LAKE FOREST
ORDINANCE NO. 2014- ______
AN ORDINANCE ADOPTING NEW FEES RELATED TO ANNUAL
LIQUOR LICENSE PENALTY FEE FOR INCORPORATION INTO THE
FEE SCHEDULE FOR THE CITY OF LAKE FOREST
WHEREAS, The City of Lake Forest is a home rule, special charter municipal
corporation; and
WHEREAS, the City Council, on an annual basis reviews fees and charges
related to ANNUAL LIQUOR LICENSE PENALTY FEE and having done so,
hereby determines that it is necessary to establish new fees and charges to cover the
cost of service provided; and
WHEREAS, the City Council has determined that it is in the best interest of the
City and its residents to adopt this Ordinance;
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CITY
COUNCIL OF THE CITY OF LAKE FOREST, COUNTY OF LAKE, STATE OF
ILLINOIS AS FOLLOWS:
SECTION ONE.
Recitals. The foregoing recitals are incorporated as the findings of the City Council
and are hereby incorporated into and made a part of this Ordinance.
SECTION TWO.
Approval of New Fees Related to ANNUAL LIQUOR LICENSE PENALTY FEE.
The City Council hereby approves the fees as set forth in Exhibit A, New Fees Related
to ANNUAL LIQUOR LICENSE PENALTY FEE, and directs that said fees shall be
incorporated into the Fee Schedule for the City of Lake Forest and reviewed and
adjusted on an annual basis as part of the Fee Schedule as determined to be necessary
by the City Council.
61
SECTION THREE:
Effective Date of the New Fees Related to ANNUAL LIQUOR LICENSE
PENALTY LICENSE FEE. The fees and charges set forth in Exhibit A shall take
effect as of May 1, 2015, consistent with the date of the Fee Schedule for FY 2016 as
adopted by the City Council.
SECTION FOUR: Effective Date. This ordinance shall be in full force
and effect upon its passage, approval, and publication in pamphlet form in the manner
provided by law.
Passed this day of , 2014
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this day of , 2014
______________________________________________
Mayor
ATTEST:
__________________________________________
City Clerk
62
EXHIBIT A
New Fees to the Office of the City Manager
Annual Liquor License Penalty Fee $25.00
63
CITY OF LAKE FOREST
MEMORANDUM
To: City Council
From: Elizabeth Holleb, Finance Director
Date: November 7, 2014
RE: Credit Card Service Fee
On November 5, 2014, the Finance Committee considered a proposal by staff to institute a
credit card service fee on all credit card transactions. This recommendation was made to
address increasing fees currently absorbed by the City for such transactions. Following is a
summary of credit card fees incurred over a 12-month period:
Location # Transactions $ Credit Card Sales $ Fees Fees as % of Sales
Recreation 8,003 $ 2,372,552 $ 61,171 2.58%
Golf Pro Shop 14,530 $ 756,646 $ 21,254 2.81%
Golf Online 184 $ 195,329 $ 5,772 2.96%
Senior Center 1,368 $ 102,595 $ 3,744 3.65%
Finance 1,067 $ 229,710 $ 6,523 2.84%
City Hall 508 $ 20,082 $ 1,082 5.39%
Police 386 $ 24,890 $ 1,165 4.68%
Parking Lot 49,177 $ 151,530 $ 13,465 8.89%
Vehicles Online 5,232 $ 1,178,275 $ 34,170 2.90%
TOTAL $ 148,346
In January 2015, the City will make available online water bill payments, which will result in
additional credit card transaction fees. To date, the City has prohibited payment of building
permit fees via credit card due to the significant fees that would be incurred.
The consensus of the Finance Committee on November 5 was to not apply an across-the-board
fee on credit card transactions, but left open the possibility of addressing this in certain
categories of fees. It is therefore, the staff’s recommendation that the City Council adopt an
ordinance implementing a credit card service fee of 3.00% (or the maximum allowable by law,
whichever is less) on credit card payments for building permits, and a flat $.25 service fee per
transaction for credit card payment of daily parking fees. To mitigate the increase in fees
associated with online payment of water bills, the recommended fee adjustment for water
consumption charges has been adjusted from 2.50% to 3.00% for FY2016.
64
THE CITY OF LAKE FOREST
ORDINANCE NO. 2014-
AN ORDINANCE ADOPTING NEW FEES RELATED TO CREDIT CARD
SERVICE FEES FOR INCORPORATION INTO THE FEE SCHEDULE FOR
THE CITY OF LAKE FOREST
WHEREAS, The City of Lake Forest is a home rule, special charter municipal
corporation; and
WHEREAS, the City Council, on an annual basis reviews fees and charges and
having done so, hereby determines that it is necessary to establish new fees and charges
to cover the cost of services provided; and
WHEREAS, the City Council has determined that it is in the best interest of the
City and its residents to adopt this Ordinance;
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CITY
COUNCIL OF THE CITY OF LAKE FOREST, COUNTY OF LAKE, STATE OF
ILLINOIS AS FOLLOWS:
SECTION ONE. Recitals. The foregoing recitals are incorporated as
the findings of the City Council and are hereby incorporated into and made a part of this
Ordinance.
SECTION TWO. Approval of New Fees Related to CREDIT CARD
SERVICE FEES. The City Council hereby approves the fees as set forth in Exhibit A,
New Fees Related to CREDIT CARD SERVICE FEES, and directs that said fees shall be
incorporated into the Fee Schedule for the City of Lake Forest and reviewed and adjusted
on an annual basis as part of the Fee Schedule as determined to be necessary by the City
Council.
SECTION THREE: Effective Date of the New Fees Related to CREDIT
CARD SERVICE FEES. The fees and charges set forth in Exhibit A shall take effect as
65
of January 1, 2015, consistent with the date of the Fee Schedule for FY 2016 as adopted
by the City Council.
SECTION FOUR: Effective Date. This ordinance shall be in full force
and effect upon its passage, approval, and publication in pamphlet form in the manner
provided by law.
Passed this day of , 2014
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this day of , 2014
Mayor
ATTEST:
City Clerk
66
EXHIBIT A
New Fees to the Finance Department
Credit Card Service Fees:
Building Permits 3.00% (or maximum allowable by law, whichever is less)
Daily Parking Fees $ .25 per transaction
67
1
THE CITY OF LAKE FOREST
ORDINANCE NO. 2014-____
AN ORDINANCE AMENDING CHAPTER 44 OF THE
CITY CODE, "WATER," REGARDING ELIMINATION OF THE DIRECT DEBIT
DISCOUNT
WHEREAS, The City of Lake Forest ("the City") is a special charter, Home Rule
municipal corporation operating and existing under the Illinois Constitution; and
WHEREAS, The City provides water service to premises within its jurisdiction: and
WHEREAS, Pursuant to Chapter 44 of the City Code, "Water," the City has amended its
water and sewer user rates from time to time in order to provide for a fair and equitable means of
financing the Water and Sewer Systems; and
WHEREAS, in order to provide for a consistent system of charges and ensure the
financial stability of the Water and Sewer Systems, the city desires to amend Chapter 44 as
hereinafter set forth; and
WHEREAS, the Mayor and City Council desire to amend Chapter 44 of the City Code
"Water," to eliminate the direct debit discount; and
WHEREAS, the Mayor and City Council have determined that it is in the best interest of
the City and its residents to amend certain provisions of Chapter 44 of the City Code, "Water," as
hereinafter set forth;
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CITY
COUNCIL OF THE CITY OF LAKE FOREST, COUNTY OF LAKE, STATE OF
ILLINOIS, as follows:
68
2
SECTION ONE. Recitals. The foregoing recitals are hereby adopted by this reference
as the findings of the City Council and are hereby incorporated into this Section as if fully set
forth.
SECTION TWO. Amendment to Section 44-47. Section 44-47, entitled "Water Rates
Inside the City Limits," of Article VI, entitled "Rates and Charges," of Chapter 44, entitled
"Water," is hereby repealed in part, so that Section 44-47 section (4) shall hereafter be and read
as follows:
Sec. 44-47 Water Rates Inside the City Limits ---
(4) A deduction of one dollar ($1.00) per customer per bill shall be applied to all
customers who participate in the direct debit program for payment of their water
bills.
SECTION THREE: Effective Date. This Ordinance shall be in full force and
effect from and after its passage, approval, and publication in pamphlet form in the manner
provided by law.
PASSED THIS ____ DAY OF ________, 2014
AYES:
NAYS:
ABSENT:
APPROVED THIS _____ DAY OF _______________, 2014
_________________________
Mayor
ATTEST:
_________________________
City Clerk
69
Approval of FY2016 Golf Fee Recommendations
Presented by: Jeffrey Wait, Superintendent of Special Facilities (847-810-3930)
PURPOSE AND ACTION REQUESTED: The Parks and Recreation Board along with Staff
request approval of its recommendations for golf fees for FY ‘16 or the 2015 golf season.
RECOMMENDATIONS REVIEW:
Reviewed Date Comments
Parks and Recreation Board 10/21/2014 Recommend Approval of fees
BACKGROUND/DISCUSSION: Attached is the proposed fee structure for Deerpath Golf
Course for FY ‘16. The Park and Recreation Board along with Staff and KemperSports
Management are recommending these increases to offset increased expenses in the
areas of turf maintenance, utilities, supplies, personnel and capital.
Prior to considering fee increases, staff conducts an analysis (Exhibit #1 and #2) of
surrounding golf courses. Staff collects information on memberships and greens, cart
and miscellaneous fees to determine Deerpath’s position within the marketplace.
Deerpath’s main competitor is Lake Bluff Golf Club. When comparing resident
membership fees, Deerpath is the highest priced for Regular, Combo and Limited
memberships. Deerpath is lower priced for the Senior and Junior membership
categories.
Non-resident fees were frozen for FY ‘15 after discussions with the Golf Advisory and the
Park Board. It was expressed that Deerpath’s non-resident rates were too far askew of
the resident rate. Rather than decrease the non-resident rate, freezing the rate until
there was less of a differential between the two was recommended. For FY ‘16, staff has
concluded that that the Combo, Junior, Limited and Limited Plus categories are now
close enough to be lowered to the resident rate without a significant loss in revenue
($1,107). Membership fees were based on resident rate before February 15. See table
below:
FY ‘15 COMBO JUNIOR LIMITED LIMITED PLUS
RESIDENT $2,355 $606 $1,008 $859
NON-RESIDENT $2,629 $653 $1,107 $873
DIFFERENCE $274 $47 $99 $14
NUMBER OF
MEMBERSHIPS
1 3 6 7
TOTAL REVENUE
PER CATEGORY
$274 $141 $594 $98
70
It will take one additional Combo membership or a combination of two of the other
memberships to make up this difference. Unfortunately the non-resident Individual and
Senior memberships are still too far apart to lower to match the resident rate.
Collectively there would be a loss of $12,935, and the membership trend for the last
couple of years has been on the decline. Staff would not anticipate making up the
difference with additional memberships. As a result staff recommends continuing to
freeze these rates for FY ‘16.
The competitive analysis for daily and cart fees place Deerpath at the top end of the
marketplace. It is important to note that these fees are considered the top end or rack
rate. Utilizing the dynamic pricing software, the course is able to price a round up to the
rack rate or as low as the marketplace would bear. Over the last year, the General
Manager has fine-tuned the pricing structure and has increased the daily average rate
by 9% over last year.
RECOMMENDATIONS:
The Parks and Recreation Board with Staff recommend the following:
• MEMBERSHIP FEES: Staff is recommending the following:
o After February 15, 2015 increase all resident fees by 2%.
o No increase to the non-resident Individual or Senior seasonal
memberships. This will allow the resident rate to bridge the gap so that
eventually the non-resident rate could be the same.
o Decrease the Combo, Junior, Limited and Limited Plus seasonal
memberships to match the after February 15, 2015 resident rate.
o Continue to add value to a seasonal membership if it is paid before the
February 15, 2015 deadline by offering a one-time 25% discount card on
any golf shop purchase. This program was well received as a majority of
them utilized the coupon.
• GREENS/CART FEES AND OTHER FEES: Based on the competitive analysis,
Deerpath is the highest or one of the highest courses for the majority of fee
categories. Staff is recommending not increasing greens/cart, range, locker and
other miscellaneous fees.
BUDGET/FISCAL IMPACT:
It is anticipated the fee change will create a positive revenue differential of $3,934. Staff
will work with KemperSports in preparing a full FY16 budget. Staff and KemperSports will
analyze other revenue categories for growth based on regional and national golf
industry trends, focusing on increasing rounds and continue to fine tune the dynamic
pricing methodology via the point-of-sale system as well as expanding merchandise
sales opportunities. Staff will also scrutinize expenditure more closely to help Deerpath
reach it overall goal of a small Interfund transfer.
71
COUNCIL ACTION: Approve proposed FY ‘16 Deerpath Golf Course fees, as detailed in
attachment effective when sales begin for the 2015 golf season, anticipated in January
2015.
72
Approval of FY2016 Lakefront Permit Fees
Presented by: Jeffrey Wait, Superintendent of Special Facilities (847-810-3930)
PURPOSE AND ACTION REQUESTED: The Parks and Recreation Board along with Staff are
seeking approval of the Lakefront Permit Fees for FY2016. This annual approval is
necessary to prepare annual budgets for Lakefront operations.
RECOMMENDATION REVIEW:
Reviewed Date Comments
Parks and Recreation Board 10/21/2014 Recommend Approval of fees
Parks and Recreation Board 9/16/2014 Review and revise proposed fees
BACKGROUND/DISCUSSION: At its September 16, 2014 meeting, the Park and
Recreation Board directed staff to re-evaluate the non-resident price structure. It was
expressed that the differential between resident and non-resident fees are too far
askew of other community’s fees and it prevents non-residents from storing and
launching in Lake Forest. Staff is presenting two options for consideration.
Option #1-In 1987, when the referendum passed for the construction of the lakefront,
the increase to each Lake Forest household’s tax bill was $910. The non-resident fees
were determined by adding the $910 to the resident rate. Having non-residents share in
the cost of the lakefront was the basis for the original fee development. Throughout the
years, these fees have gotten away from the original structure. By recommending this
option, it would put fees more in-line with the originally developed fees structure. This
option would create a $767 net increase in revenue see Exhibit #1 - Option #1.
Option #2-This option would adopt a non-resident pricing differential comparable to
other communities. Below is a table with the communities within our competitive market
and the difference they charge non-residents in comparison with resident for storage
and launching fees.
RACK SAND RAMP
CITY RES Increase NR RES Increase NR RES Increase NR
Evanston $260 23% $320 $360 36% $490 $250 100% $500
Wilmette $451 46% $660 $576 42% $816 N/A N/A
Winnetka $240 50% $360 $265 42% $375 $400 100% $800
Glencoe $315 34% $420 $509 30% $662 N/A N/A
Highland Park $189 99% $377 COMPOUND COMPOUND $389 100% $778
Sailboat 18' $435 46% $635
Powerboat / PWC $636 50% $954
Lake Bluff $415 - $415 N/A N/A N/A N/A
Waukegan N/A N/A N/A N/A $220 - $220
Average difference 50% 41% 100%
73
Staff recommends rounding the differential on storage fees to 1.5 times the resident rate
while setting the launching fee differential at two times the resident rate. Exhibit #2 -
Option #2 lists out all fees based on this differential. It would create a $303 net increase
to revenue based on the same level of sales as FY '15.
Both options would make Forest Park more affordable to non-residents thereby
increasing revenue through the sale of permits to non-residents. See Exhibit #3 for a
side-by-side comparison.
RECOMMENDATIONS:
The Parks and Recreation Board along with Staff recommend the following fee
increases:
Resident rates - Increase all permits 2.5% with the following exceptions:
o No increase to the Nanny and Senior Caregiver Parking Pass ($85) as well
as the Daily Resident Guest and Non-resident Beach Access Fees ($10).
o Senior permit fees will reflect a 25% discount off of the resident permit fees.
o No increase to the Resident and Non-resident Daily Watercraft Launch
Fee of $38 and $60 respectively.
Staff requests keeping non-resident daily pass use restrictions in place to
protect the heaviest used boating times for Lake Forest residents. Non-
resident passes will only be sold Monday through Friday, excluding
weekends and holidays.
o No increase to the resident and senior rack and sand watercraft permits.
Non-resident rates – Option #2, increase all permits 1.5 times the resident rate
with the following exceptions:
o Increase ramp launch fee 2 times the resident rate.
o Reduce the rack storage fees to match the resident rate.
o Set the south beach parking pass to the north beach parking fee of $910.
BUDGET/FISCAL IMPACT:
This proposed fee structure would result in a $303 net increase over FY2015.
COUNCIL ACTION: Approve proposed FY2016 Lakefront fees, as detailed in
attachments, effective February 1, 2015.
74
Approval of the Lake Forest Fitness Center’s Recommended Fees for FY ‘16
PRESENTED BY: Jeff Wait, Superintendent of Special Facilities (847-810-3930)
PURPOSE AND ACTION REQUESTED: Parks and Recreation Board along with Staff requests
approval of the Fitness Center’s FY ‘16 fees. This annual approval is necessary to
prepare annual budgets for the Fitness Center.
RECOMMENDATION REVIEW:
Reviewed Date Comments
Parks and Recreation Board 10/21/2014 Recommend Approval of fees
Parks and Recreation Board 9/16/2014 Review and revise proposed fees
BACKGROUND/DISCUSSION: At its September 16 meeting, the Parks and Recreation
Board directed staff to revisit the fee structure, particularly the Couple and Family
category fees. The Board felt there was an opportunity to capture additional revenue
especially compared to the Lake Bluff Fitness Center’s fees in these categories. Lake
Bluff fees were 31% and 38% higher, respectively, than Lake Forest.
The Fitness Center has a unique position within the marketplace. The Center is a value-
priced, non-intimidating facility that caters to a wide range of residents, at the same
time attracting non-residents from surrounding communities. The Center provides a
broad range of fitness elements (cardio, strength and personal training) offered by full-
service facilities at a fraction of the cost. The Center invests in its equipment and staff to
meet or exceed the needs of its members.
Although the Board directed staff to take a closer look at the Couple and Family fees,
staff took the opportunity to review and revise the full list of fees to achieve more
consistency and a stronger premise for our pricing approach. Some basic assumptions
were made when revising the fee structure.
• Staff used the Individual resident rate as the basis for all other fees. Two and a
half percent was added to all FY ‘15 Individual resident fees.
• The Couple resident rate was developed by giving the second Individual a 25%
discount off their individual rate. This provides an incentive for couples to join
together rather than individually.
• The Family resident rate was developed by adding 30% more to the couple rate.
Staff felt 30% was appropriate as it didn’t add a significant amount to the FY16
rate compared to FY ‘15.
• The six month membership was derived by dividing the annual membership by
two then adding 40%. This was designed to make the annual membership more
attractive.
• The three month membership was derived by dividing the annual membership
by four then adding 40%, again making the annual membership more attractive.
• Resident Senior Individual and Couple fees were discounted 25% from their
respective resident rate.
75
• Matinee, Student and All-Access fees would increase 2.5%.
• All non-resident fees were determined by adding an additional 25% to their
respective resident rate.
Exhibit #3 shows all fees based on the above assumptions. Additionally it shows the
percentage change, annual revenue increase and monthly revenue increase. Some
fees will increase by as much as 25% while other will decrease by 30%. The additional
revenue generated varies from $133 for a non-resident couple to a reduction of $97 for
a three month, non-resident family membership. The monthly increase or decrease
created would range between -$8.11 (Family non-resident – 6 month membership) to
$11.06 (Couple non-resident membership).
The selection from Exhibit #1 shows Lake Bluff fees for Couple and Family memberships
in comparison to Lake Forest prior to revision. Prior to the change the difference was as
much as 38%. After, the difference has been reduced up to 18%. The difference
between Couple memberships is now 14% (17% decrease) and the difference between
Family membership fees is 29% (9% decrease). See table below for a selection from
Exhibit #1:
Lake Bluff Individual Couple Family Senior Sr Couple
Resident $380 $741 $1,091 $332 $560
Non-resident $456 $889 $1,309 $386 $672
Lake Forest
Resident $362 $565 $791 $272 $423
Non-resident $434 $679 $948 $325 $509
Difference-Resident 1.05 1.31 1.38 1.22 1.32
Proposed FY16
Resident $371 $649 $844 $278 $487
Non-resident $464 $812 $1,055 $348 $609
Difference 1.02 1.14 1.29 1.19 1.15
% change -.02 -.17 -.09 -.03 -.18
While developing the reports for these recommendations, staff discovered a problem
with the report they were using. The “Membership Count” report used to fill in the
membership counts was actually providing the total member count. This definitely threw
off projections as it inflated the revenues. The total member count is 1,185 and the total
membership count is 838 (see Exhibit #2).
To determine the annual membership totals for FY ‘16 staff took an average of the last
three years and used that as the benchmark for total. This would account for a
membership growth of 1.2%. Revenue would be expected to increase almost 13% with
the revisions to the fee structure and the growth.
76
RECOMMENDATIONS:
• The Park and Recreation Board along with Staff are recommending the fee
structure as presented in Exhibit #3
BUDGET/FISCAL IMPACT:
Staff anticipates a positive revenue differential of $42,238, Exhibit #2, over FY ‘15 due to
increase in membership rates. All fees will become effective May 1, 2015
COUNCIL ACTION:
Approve proposed fee structure for FY16 Fitness Center fess, as detailed in attachments,
effective May 1, 2015.
77
FACILITY REGULAR/
UNLIMITED COMBO SENIOR LIMITED PLAY
(WEEKDAY ONLY)JUNIOR LIMITED PLUS
20 ROUNDS
Deerfield Park District $1,265 N/A $860 $1,021 $557
Glencoe Golf Club No Memberships No Memberships No Memberships No Memberships No Memberships
Highland Park - City of Highland Park No Memberships No Memberships No Memberships No Memberships No Memberships
Sunset Valley - Park District of Highland Park $1,280 N/A N/A $945 $520
Wilmette Park District $1,340 N/A $1,300 N/A $360 / $680
Winnetka Park District $1,025*$1,595 $650 $725 $650
Lake Bluff Park District $1,235 $2,100 $810 $910 $650
Wheeling Park District N/A N/A N/A N/A $495
Northbrook Park District N/A N/A N/A N/A N/A
Before / After
February 15
Before / After
February 15
Before / After
February 15
Before / After
February 15
Before / After
February 15
Before / After
February 15
Deerpath 2014 Season Membership fee $1,318 / $1,358 $2,286 / $2,355 $783 / $807 $979 / $1,008 $588 / $606 $834 / $859
Deerpath 2015 Season Membership fee (2%
increase after 2/15)$1,358 / $1,385 $2,355 / $2,402 $807 / $823 $1,008 / $1,028 $606 / $618 $859 / $876
* Cap of 75 rounds
FACILITY REGULAR/
UNLIMITED COMBO SENIOR LIMITED PLAY
(WEEKDAY ONLY)JUNIOR LIMITED PLUS
20 ROUNDS
Deerfield Park District $1,581 N/A $1,075 $1,265 $696
Glencoe Golf Club No Memberships No Memberships No Memberships No Memberships No Memberships
Highland Park - City of Highland Park No Memberships No Memberships No Memberships No Memberships No Memberships
Sunset Valley - Park District of Highland Park $1,600 N/A N/A $1,130 $575
Wilmette Park District $2,035 N/A N/A N/A $480 - $900
Winnetka Park District $1,300 $2,015 $900 $1,200 $900
Lake Bluff Park District $1,560 $2,650 $1,050 $1,100 N/A
Wheeling Park District N/A N/A N/A N/A N/A
Northbrook Park District N/A N/A N/A N/A N/A
Deerpath 2014 Season Membership fee $1,794 $2,629 $1,095 $1,107 $653 $873
Deerpath 2015 Season Membership fee $1,794 $2,402 $1,095 $1,028 $618 $876
Price decrease $0 ($227)$0 ($79)($35)$3
NON-RESIDENT
RESIDENT
2014 GOLF COMPARATIVE - MEMBERSHIP FEES
Exhibit #2
Page 1 of 2 78
WEEKEND
18 HOLES
WEEKEND
9 HOLES
WEEKDAY
18 HOLES
WEEKDAY
9 HOLES SENIOR TWILIGHT
WEEKDAY
TWILIGHT
WEEKEND 9 HOLES 18 HOLES SINGLE
9 HOLES
SINGLE
18 HOLES
PULL
CARTS LOCKERS HDCP
SERVICE
Deerfield Park District $49 $32 $41 $27 $34 $27 $32 $13 $19 $13 $19 $5
Glencoe Golf Club $50 N/A $42 $26 $22/ $26 $28/$23/$30 $33 / $23 $10 $16 $10 $16 $4 / $6
Highland Park - City of Highland Park $47 $26 $32 $17 $37 $35 $35 $12 $18 $12 $18 $5
Sunset Valley - Park District of Highland Park $41 N/A $36 $24 $27 $24 $30 $12 $18 $10 $15 $75
Wilmette Park District $51 N/A $46 $30 N/A $30 $32 $10 $15 $10 $15 $5
Winnetka Park District (Discount card)$51 12**$44 12**$34 $31/$21 $35/$25 NA $20 $17 $20 $4 & $6
Lake Bluff Park District $48 $28 $37 $22 $32 $22 / $11 $27 / $16 $12 $18 $12 $18 $5
Wheeling Park District $57 $29 $35 $21 $17 $30 $41 $10 $16 $10 $16 $5
Northbrook Park District $42 $22 $35 $19 $29 $27 NA $10 $18 $10 $18 $6
**- Par 3 Course
Deerpath 2014 Seasonal Fee $50 $32 $42 $28 $36 $37 $39 $13 $19 $12 $19 $4 - $5
Deerpath 2015 Seasonal Proposed Fee - Maximium
Rate - No fee increase propose $50 $32 $42 $28 $36 $37 $39 $13 $19 $12 $19 $4 - $5
WEEKEND
18 HOLES
WEEKEND
9 HOLES
WEEKDAY
18 HOLES
WEEKDAY
9 HOLES SENIOR TWILIGHT
WEEKDAY
TWILIGHT
WEEKEND 9 HOLES 18 HOLES SINGLE
9 HOLES
SINGLE
18 HOLES
PULL
CARTS LOCKERS HDCP
SERVICE
Deerfield Park District $55 $35 $47 $30 $40 $30 $35 $13 $19 $13 $19 $5
Glencoe Golf Club $50 N/A $42 $26 $22 / $26 $26/$23/$30 $33 / $23 $10 $16 $10 $16 $4 / $6
Highland Park - City of Highland Park $58 $29 $37 $20 $40 $40 $40 $12 $18 $12 $18 $5
Sunset Valley - Park District of Highland Park $48 N/A $40 $27 $29 $27 $34 $12 $18 $10 $15 $75
Wilmette Park District $54 N/A $50 $32 N/A 32 $36 $10 $15 $10 $15 $5
Winnetka Park District (No discount card)$51 12**$44 12**$34 $31 / $21 N/A NA $20 $17 $20 $4 / $6
Lake Bluff Park District $51 $31 $40 $25 $35 $22 / $11 $29/ $16 $12 $18 $12 $18 $5
Wheeling Park District $67 $31 $55 $28 $29 $25 NA $10 $17 $10 $17 $5
Northbrook Park District $51 $26 $45 $22 $36 $31 N/A $10 $18 $10 $18 $6
**-Par 3 Course
Deerpath 2014 Seasonal Fee $54 $34 $49 $33 $40 $39 $41 $13 $19 $12 $19 $4 - $5 $90 / $100 $34
Deerpath 2015 Seasonal Proposed Fee - Maximium
Rate - No fee increase propose $54 $34 $49 $33 $40 $39 $41 $13 $19 $12 $19 $4 - $5 $90 / $100 $34
FACILITY
GREEN FEES CART FEES
2014 GOLF COMPARATIVE - DAILY FEES
RESIDENT
NON-RESIDENT
GREEN FEES CART FEES
FACILITY
Exhibit #1
Page 2 of 2 79
CITY RESIDENT WEEKDAY RESIDENT WEEKEND NON-RESIDENT WEEKDAY NON-RESIDENT
WEEKEND RESTRICTIONS
Lake Forest $38 $38 $60 N/A No NR daily launch on weekends
or holidays.
Highland Park concrete ramp.$15 $35 $30 $70
Weekend pass includes Sat & Sun
if bought Sat, but same price if
bought Sunday.
Sand Ramp, non-motorized $10 $20 $20 $40 For small sailboats
Kayak Launch Free Before 3PM, $10. After
3PM, free $20 $20
Evanston N/A N/A N/A N/A NO DAILY LAUNCH.
Wilmette N/A N/A N/A N/A
A trailer in fee is offered to
customers who wish to launch on
the beach adjacent to the "sailing
beach", but this fee does not
allow for the use of the sailing
beach. The fee includes a
"Lakefront ParkingDecal".
.R = $ 148. NR = $ 294.
Winnetka See below See below See below See below See below
Pier $15 $35 $30 $70 N/A
Beach $5 $15 $10 $30 N/A
Glencoe N/A N/A N/A N/A
Do not allow daily launches of
any kind. "If you would like to use
your boat here, you have to store
it here in the summer."
Waukegan $20 $20 $20 $20 N/A
NORTH SHORE DAILY LAUNCHING RATE COMPARISON
80
CITY RES NR RES NR RES NR
Evanston $260 $320 $360 $490 $250 $500
Wilmette $433 $614 $581 $772 N/A N/A
Winnetka $240 $360 $265 $375 $325 $750
Glencoe $400 $610 $600 $855 N/A N/A
Highland Park N/A N/A N/A N/A N/A N/A
Lake Bluff $270 $270 N/A N/A N/A N/A
Waukegan N/A N/A N/A N/A $200 $200
Seasonal COMPOUND COMPOUND
LAKE FOREST $410 $2,417 $1,273 $4,814 $424 $2,692
Year Round COMPOUND COMPOUND
LAKE FOREST $503 N/A $1,882 $5,666 N/A N/A
CITY RES NR RES NR RES NR
Evanston $260 $320 $360 $490 $250 $500
Wilmette $451 $660 $576 $816 N/A N/A
Winnetka $240 $360 $265 $375 $400 $800
Glencoe $315 $420 $509 $662 N/A N/A
Highland Park $189 $377 COMPOUND COMPOUND $389 $778
Sailboat 18'$435 $635
Powerboat / PWC $636 $954
Lake Bluff $415 $415 N/A N/A N/A N/A
Waukegan N/A N/A N/A N/A $220 $220
Seasonal
LAKE FOREST $315 $945 $410 $1,230 $435 $2,759
COMPOUND COMPOUND
$1,305 $3,915
Year Round
LAKE FOREST $540 $1,620 $668 $2,004 N/A N/A
COMPOUND COMPOUND
$1,929 $5,807
2014 Season
North Shore Seasonal and Year Round Launching Comparison
2013 Season
RACK SAND RAMP
RACK SAND RAMP
81
Watercraft Ramp Launch Resident $435 69 $30,015 $446 $446 $30,774 $30,774
Watercraft Ramp Launch 2nd Watercraft $217 9 $1,953 $223 $223 $2,007 $2,007
Watercraft Ramp Launch ½ season $217 0 $0 $223 $223 $0 $0
Watercraft Ramp Launch Resident Senior $326 11 $3,586 $335 $335 $3,685 $3,685
Watercraft Ramp Launch 2nd Watercraft / ½ season $163 4 $652 $168 $168 $672 $672
Watercraft Ramp Launch Non-Resident $2,759 1 $2,759 $1,356 $892 $1,356 $892
Year Round Compound Storage Resident $1,929 12 $23,148 $1,977 $1,977 $23,724 $23,724
Year Round Compound Storage Resident Senior $1,447 7 $10,129 $1,483 $1,483 $10,381 $10,381
Year Round Compound Storage Non-Resident $5,807 0 $0 $2,887 $2,966 $0 $0
Seasonal Compound Storage Resident $1,305 3 $3,915 $1,338 $1,338 $4,014 $4,014
Seasonal Compound Storage Resident Senior $979 2 $1,958 $1,003 $1,003 $2,006 $2,006
Seasonal Compound Storage Non-Resident $3,915 0 $0 $2,248 $2,006 $0 $0
Year Round Watercraft Rack Storage Resident $540 8 $4,320 $540 $540 $4,320 $4,320
Year Round Watercraft Rack Storage Resident Senior $405 3 $1,215 $405 $405 $1,215 $1,215
Year Round Watercraft Rack Storage Non-Resident $1,620 0 $0 $1,450 $810 $0 $0
Seasonal Watercraft Rack Resident $315 15 $4,725 $315 $315 $4,725 $4,725
Seasonal Watercraft Rack Resident Senior $236 0 $0 $236 $236 $0 $0
Seasonal Watercraft Rack Non-Resident $945 0 $0 $1,225 $473 $0 $0
Year Round Watercraft Sand Storage Resident $668 1 $668 $668 $668 $668 $668
Year Round Watercraft Sand Storage Resident Senior $501 0 $0 $501 $501 $0 $0
Year Round Watercraft Sand Storage Nonresident $2,004 0 $0 $1,578 $1,002 $0 $0
Seasonal Watercraft Sand Storage Resident $410 5 $2,050 $410 $410 $2,050 $2,050
Seasonal Watercraft Sand Storage Resident Senior $308 0 $0 $308 $308 $0 $0
Seasonal Watercraft Sand Storage Nonresident $1,230 0 $0 $1,320 $615 $0 $0
South Beach Parking Permit Resident $126 30 $3,780 $129 $129 $3,870 $3,870
South Beach Parking Permit Res Senior $94 28 $2,632 $97 $97 $2,716 $2,716
South Beach Parking Permit Non-Res $1,549 0 $0 $1,039 $194 $0 $0
South Beach Parking Permit Empl/Retiree $84 1 $84 $86 $86 $86 $86
Extra Vehicle Decal Resident - Center Aisle $126 24 $3,024 $129 $129 $3,096 $3,096
Extra Vehicle Decal Resident Senior- Center Aisle $94 5 $470 $97 $97 $485 $485
Extra Vehicle Decal Non-resident - Center Aisle $1,549 0 $0 $1,039 $194 $0 $0
Daily Boat Launch $38 64 $2,432 $38 $38 $2,432 $2,432
Daily Boat Launch Non-resident $60 3 $180 $60 $60 $180 $180
Resident Guest Daily Parking Pass $10 51 $510 $10 $10 $510 $510
Nanny Parking Pass $85 0 $0 $85 $85 $0 $0
Caregiver Parking Pass $85 31 $2,635 $85 $85 $2,635 $2,635
Non-resident beach fee weekend/holiday $10 705 $7,050 $10 $10 $7,050 $7,050
$113,890 $114,657 $114,193
$767 $303
Net Revenue
Incremental difference
FY2016 w/
OPTION #2
Exhibit #3
FY16 Proposed Lakefront Permit Fees Comparison
OPTION #1
Revenue
FY15
RevenuePermits Sold OPTION #2
Revenue
FY2016 w/
OPTION #1FY2015
82
Exhibit #1
Watercraft Ramp Launch Resident $424 $435 69 $30,015 $446 $11 $30,774 $759
Watercraft Ramp Launch 2nd Watercraft $212 $217 9 $1,953 $223 $6 $2,007 $54
Watercraft Ramp Launch ½ Season $212 $217 0 $0 $223 $6 $0 $0
Watercraft Ramp Launch Resident Senior $318 $326 11 $3,586 $335 $9 $3,685 $99
Watercraft Ramp Launch 2nd Watercraft / ½ Season $159 $163 4 $652 $168 $5 $672 $20
Watercraft Ramp Launch Non-Resident $2,692 $2,759 1 $2,759 $1,356 -$1,403 $1,356 -$1,403
Year Round Compound Storage Resident $1,882 $1,929 12 $23,148 $1,977 $48 $23,724 $576
Year Round Compound Storage Resident Senior $1,235 $1,447 7 $10,129 $1,483 $36 $10,381 $252
Year Round Compound Storage Non-Resident $5,666 $5,807 0 $0 $2,887 -$2,920 $0 $0
Seasonal Compound Storage Resident $1,273 $1,305 3 $3,915 $1,338 $33 $4,014 $99
Seasonal Compound Storage Resident Senior $865 $979 2 $1,958 $1,003 $24 $2,006 $48
Seasonal Compound Storage Non-Resident $4,814 $3,915 0 $0 $2,248 -$1,667 $0 $0
Year Round Watercraft Rack Storage Resident $668 $540 8 $4,320 $540 $0 $4,320 $0
Year Round Watercraft Rack Storage Resident Senior $668 $405 3 $1,215 $405 $0 $1,215 $0
Year Round Watercraft Rack Storage Non-Resident $2,004 $1,620 0 $0 $1,450 -$170 $0 $0
Seasonal Watercraft Rack Resident $410 $315 15 $4,725 $315 $0 $4,725 $0
Seasonal Watercraft Rack Resident Senior $313 $236 0 $0 $236 $0 $0 $0
Seasonal Watercraft Rack Non-Resident $2,417 $945 0 $0 $1,225 $280 $0 $0
Year Round Watercraft Sand Storage Resident $668 1 $668 $668 $0 $668 $0
Year Round Watercraft Sand Storage Resident Senior $501 0 $0 $501 $0 $0 $0
Year Round Watercraft Sand Storage Non-Resident $2,004 0 $0 $1,578 -$426 $0 $0
Seasonal Watercraft Sand Storage Resident $410 5 $2,050 $410 $0 $2,050 $0
Seasonal Watercraft Sand Storage Resident Senior $308 0 $0 $308 $0 $0 $0
Seasonal Watercraft Sand Storage Non-Resident $1,230 0 $0 $1,320 $90 $0 $0
South Beach Parking Permit Resident $123 $126 30 $3,780 $129 $3 $3,870 $90
South Beach Parking Permit Resident Senior $92 $94 28 $2,632 $97 $3 $2,716 $84
South Beach Parking Permit Non-Resident $1,511 $1,549 0 $0 $1,039 -$510 $0 $0
South Beach Parking Permit Empl/Retiree $88 $84 1 $84 $86 $2 $86 $2
Extra Vehicle Decal Resident - Center Aisle $123 $126 24 $3,024 $129 $3 $3,096 $72
Extra Vehicle Decal Resident Senior- Center Aisle $92 $94 5 $470 $97 $3 $485 $15
Extra Vehicle Decal Non-Resident - Center Aisle $1,511 $1,549 0 $0 $1,039 -$510 $0 $0
Daily Boat Launch $38 $38 64 $2,432 $38 $0 $2,432 $0
Daily Boat Launch Non-Resident $60 $60 3 $180 $60 $0 $180 $0
Resident Guest Daily Parking Pass $10 $10 51 $510 $10 $0 $510 $0
Nanny Parking Pass $85 $85 0 $0 $85 $0 $0 $0
Caregiver Parking Pass $85 $85 31 $2,635 $85 $0 $2,635 $0
Non-Resident beach fee weekend/holiday $10 $10 705 $7,050 $10 $0 $7,050 $0
$113,890 $114,657 $767
FY2016
RevenueFY15 RevenueFY2014FY2015
Option #1 - Resident Fee + $910
Lakefront Permit Fees Revenue Growth
LAKE FOREST PARKS & RECREATION DEPARTMENT
Incremental
DifferencePermits Sold DifferenceFY2016 w/
$910
83
FY 14 Permits Sold FY14 Revenue FY 15 Permits Sold FY15 Revenue Permits Sold Difference Revenue Difference
FEE
Watercraft Ramp Launch Resident 67 28408 69 30015 2 1607
Watercraft Ramp Launch 2nd Watercraft 12 2544 9 1953 -3 -591
Watercraft Ramp Launch ½ season 4 848 0 0 -4 -848
Watercraft Ramp Launch Resident Senior 12 3816 11 3586 -1 -230
Watercraft Ramp Launch 2nd Watercraft / ½ season 0 4 652 4 652
Watercraft Ramp Launch Non-Resident 3 8076 1 2759 -2 -5317
Year Round Compound Storage Resident 11 20702 12 23148 1 2446
Year Round Compound Storage Resident Senior 7 8645 7 10129 0 1484
Year Round Compound Storage Non-Resident 0 0 0 0 0 0
Seasonal Compound Storage Resident 3 3819 3 3915 0 96
Seasonal Compound Storage Resident Senior 3 1424 2 1958 -1 534
Seasonal Compound Storage Non-Resident 0 0 0 0 0 0
Year Round Watercraft Rack Storage Resident 9 6012 8 4320 -1 -1692
Year Round Watercraft Rack Storage Resident Senior 4 2672 3 1215 -1 -1457
Year Round Watercraft Rack Storage Non-Resident 0 0 0 0 0 0
Seasonal Watercraft Rack Resident 14 5740 15 4725 1 -1015
Seasonal Watercraft Rack Resident Senior 1 313 0 0 -1 -313
Seasonal Watercraft Rack Non-Resident 0 0 0 0 0 0
Year Round Watercraft Sand Storage Resident - NEW 0 0 1 668 1 668
Year Round Watercraft Sand Storage Resident Senior - NEW 0 0 0 0 0 0
Year Round Watercraft Sand Storage Nonresident - NEW 0 0 0 0 0 0
Seasonal Watercraft Sand Storage Resident - NEW 0 0 5 2050 5 2050
Seasonal Watercraft Sand Storage Resident Senior - NEW 0 0 0 0 0 0
Seasonal Watercraft Sand Storage Nonresident - NEW 0 0 0 0 0 0
South Beach Parking Permit Resident 11 1353 30 3780 19 2427
South Beach Parking Permit Res Senior 31 2852 28 2632 -3 -220
South Beach Parking Permit Non-Res 2 3022 0 0 -2 -3022
South Beach Parking Permit Empl/Retiree 1 88 1 84 0 -4
Extra Vehicle Decal Resident - Center Aisle 31 3813 24 3024 -7 -789
Extra Vehicle Decal Resident Senior- Center Aisle 5 460 5 470 0 10
Extra Vehicle Decal Non-resident - Center Aisle 0 0 0 0 0 0
Daily Boat Launch 82 3116 64 2432 -18 -684
Daily Boat Launch Non-resident 15 900 3 180 -12 -720
Resident Guest Daily Parking Pass 278 2891 51 510 -227 -2381
Caregiver Parking Pass 35 2975 31 2635 -4 -340
Non-resident beach fee weekend/holiday 1434 14340 705 7050 -729 -7290
128829 113890 -14939
84
Individual resident rate $362 $371 1.025 $9 $0.75
Individual resident rate - 6 months $249 $260 1.043 $11 $0.89
Individual resident rate - 3 months $186 $130 0.698 -$56 -$4.68
Individual non-resident rate $434 $464 1.069 $30 $2.48
Individual non-resident rate - 6 months $322 $325 1.008 $3 $0.22
Individual non-resident rate - 3 months $222 $162 0.731 -$60 -$4.97
Couple resident rate $565 $649 1.149 $84 $7.03
Couple resident rate - 6 months $452 $455 1.006 $3 $0.21
Couple resident rate - 3 month $277 $227 0.820 -$50 -$4.14
Couple non-resident rate $679 $812 1.195 $133 $11.06
Couple non-resident rate - 6 months $567 $568 1.002 $1 $0.10
Couple non-resident rate - 3 months $332 $284 0.856 -$48 -$3.99
Family resident rate $791 $844 1.067 $53 $4.43
Family resident rate - 6 months $679 $591 0.870 -$88 -$7.34
Family resident rate - 3 months $366 $295 0.807 -$71 -$5.88
Family non-resident rate $948 $1,055 1.113 $107 $8.93
Family non-resident rate - 6 months $836 $739 0.884 -$97 -$8.11
Family non-resident rate - 3 months $441 $369 0.837 -$72 -$5.97
Senior resident rate $272 $278 1.023 $6 $0.52
Senior resident rate - 6 months $187 $195 1.042 $8 $0.65
Senior resident rate - 3 months $136 $97 0.716 -$39 -$3.22
Senior non-resident rate $325 $348 1.070 $23 $1.90
Senior non-resident rate - 6 months $241 $244 1.010 $3 $0.21
Senior non-resident rate - 3 months $167 $122 0.729 -$45 -$3.77
Senior couple resident rate $423 $487 1.250 $64 $5.33
Senior couple resident rate - 6 months $339 $341 1.025 $2 $0.16
Senior couple resident rate - 3 months $208 $170 0.819 -$38 -$3.13
Senior couple non-resident rate $509 $609 1.196 $100 $8.31
Senior couple non-resident rate - 6 months $425 $426 1.003 $1 $0.09
Senior couple non-resident rate - 3 months $249 $213 0.856 -$36 -$2.99
Student resident rate $276 $283 1.025 $7 $0.57
Student non-resident rate $331 $354 1.068 $23 $1.89
Matinee resident rate $182 $187 1.025 $5 $0.38
Matinee non-resident rate $217 $233 1.075 $16 $1.35
All-inclusive - Member (Addl' to the base)$279 $286 1.025 $7 $0.58
All-inclusive - Non-member
(Addl' to the base)$620 $636 1.025 $16 $1.29
Proposed
FY2016
Percentage
change
Revenue
change
Monthly
Increase
LAKE FOREST PARKS & RECREATION DEPARTMENT
Fitness Membership Fees
Exhibit #3 - Percentage Change
FY 2015
85
Fitness Center Individual Couple Family Senior Senior
Couple Student Matinee Limited hours 10am-
4pm Other fees
Park District of Highland Park
Resident $564 $972 $1,199 $480 $912 $312 N/A $312
Non-resident $684 $1,212 $1,380 $600 $1,104 $360 N/A $432
Month to Month Membership $59 Residents and $69 Non-Residents
Lake Forest Health & Fitness $1,344 $2,328 N/A N/A N/A N/A N/A Enrollment $100 per
person
LifeTime Atheltic $1,224 $2,256 N/A N/A N/A N/A N/A Enroll - $99 Admin - $75
LA Fitness $300 - $420
per year N/A N/A N/A N/A N/A N/A $99 - $349 depending on
membership option
Memberships on hold for general
public.
$450 N/A $975 $225 $500 N/A N/A Same pricing listed as previous year
$350 $750 FAN Club members
$225 $500 Alumni members/Seniors
NR rates have decreased from
previous year
Lake Bluff PD
Resident $380 $741 $1,091 $332 $560 n/a N/A $50 Enrollment Fee
Non-resident $456 $889 $1,309 $386 $672 n/a N/A
City of Lake Forest Enrollment fee
Resident $362 $565 $791 $272 $423 $276 $182 $50
Non-resident $434 $679 $948 $325 $509 $331 $217 $50
City of Lake Forest Enrollment fee
Proposed FY16
Resident $371 $649 $844 $278 $487 $283 $187 $50
Non-resident $464 $812 $1,055 $348 $609 $354 $233 $50
FITNESS CENTER MEMBERSHIP COMPARISON
Exhibit # 1
Lake Forest College
86
Individual resident rate $362 $371 235 242 217 231 $78,554 $85,836 $7,282
Individual resident rate - 6 months $249 $260 8 6 5 6 $1,245 $1,645 $400
Individual resident rate - 3 months $186 $130 22 5 38 22 $7,068 $2,814 -$4,254
Individual non-resident rate $434 $464 17 16 15 16 $6,510 $7,424 $914
Individual non-resident rate - 6 months $322 $325 0 0 0 0 $0 $0 $0
Individual non-resident rate - 3 months $222 $162 0 0 15 5 $3,330 $810 -$2,520
Couple resident rate $565 $649 137 136 125 133 $70,625 $86,145 $15,520
Couple resident rate - 6 months $452 $455 1 1 0 1 $0 $303 $303
Couple resident rate - 3 month $277 $227 0 1 0 0 $0 $76 $76
Couple non-resident rate $679 $812 4 5 4 4 $2,716 $3,519 $803
Couple non-resident rate - 6 months $567 $568 0 0 0 0 $0 $0 $0
Couple non-resident rate - 3 months $332 $284 0 0 0 0 $0 $0 $0
Family resident rate $791 $844 116 117 90 108 $71,190 $90,886 $19,696
Family resident rate - 6 months $679 $591 0 0 0 0 $0 $0 $0
Family resident rate - 3 months $366 $295 0 0 0 0 $0 $0 $0
Family non-resident rate $948 $1,055 1 1 1 1 $948 $1,055 $107
Family non-resident rate - 6 months $836 $739 0 0 0 0 $0 $0 $0
Family non-resident rate - 3 months $441 $369 0 0 0 0 $0 $0 $0
Senior resident rate $272 $278 83 81 85 83 $23,120 $23,098 -$22
Senior resident rate - 6 months $187 $195 4 4 5 4 $935 $844 -$91
Senior resident rate - 3 months $136 $97 0 0 0 0 $0 $0 $0
Senior non-resident rate $325 $348 8 3 5 5 $1,625 $1,856 $231
Senior non-resident rate - 6 months $241 $244 0 5 2 2 $482 $569 $87
Senior non-resident rate - 3 months $167 $122 0 0 0 0 $0 $0 $0
Senior couple resident rate $423 $487 51 49 49 50 $20,727 $24,188 $3,461
Senior couple resident rate - 6 months $339 $341 0 1 0 0 $0 $114 $114
Senior couple resident rate - 3 months $208 $170 0 0 0 0 $0 $0 $0
Senior couple non-resident rate $509 $609 0 2 2 1 $1,018 $812 -$206
Senior couple non-resident rate - 6 months $425 $426 3 0 0 1 $0 $426 $426
Senior couple non-resident rate - 3 months $249 $213 0 0 0 0 $0 $0 $0
Student resident rate $276 $283 57 44 40 47 $11,040 $13,296 $2,256
Student non-resident rate $331 $354 4 3 2 3 $662 $1,062 $400
Matinee resident rate $182 $187 90 86 89 88 $16,198 $16,479 $281
Matinee non-resident rate $217 $233 11 10 11 11 $2,387 $2,485 $98
All-inclusive - Member (Addl' to the base)$279 $286 2 34 38 25 $10,602 $7,054 -$3,548
All-inclusive - Non-member
(Addl' to the base)$620 $636 0 2 0 1 $0 $424 $424
854 854 838 849 $330,982 $373,219 $42,238
New member enrollment fee - resident $50
New member enrollment fee - non-resident $50
Proposed
FY2016
FY2016
Revenue
Memberships
2013
Memberships
2012 Average
FY2016
Memberships
2014
FY2015
Revenue
Exhibit #2 - Revenue Growth
LAKE FOREST PARKS & RECREATION DEPARTMENT
Fitness Membership Fees
Incremental
difference
TOTAL
FY 2015
87
THE CITY OF LAKE FOREST
MEMORANDUM
TO: Elizabeth Holleb, Finance Director
CC: Robert R Kiely, Jr. City Manager
FROM: Margaret Boyer, Deputy City Clerk
DATE: 10/3/13
SUBJECT: Liquor license Penalty Fee
Urgent For Your Review Please Comment For Your Files Distribute
I am proposing to add a penalty fee of $25 to the application process for applications that are received after
January 31. Although our current Liquor License is valid May 1 through April 30, letters are mailed in
November with a current year application and how to booklet that includes a timeline of when documents
are due back.
Other local municipalities are charging penalty fees as well.
88
1
THE CITY OF LAKE FOREST
RESOLUTION NO. ______
A RESOLUTION AUTHORIZING A PROPERTY PURCHASE AGREEMENT
FOR PROPERTY LOCATED AT THE NORTHWEST QUADRANT OF
WESTERN AND LAUREL AVENUES
WHEREAS, The City of Lake Forest (“City”) is an Illinois home rule and special charter
municipality and is the owner of certain real property located at the northwest corner of Western
and Laurel Avenues; and
WHEREAS, since 2007, the City has undertaken efforts to develop a land use concept
and development parameters for such property and to market it for redevelopment; and
WHEREAS, in 2012, the City retained Teska Associates, Inc. (“Consultant”) to assist
the City in analyzing redevelopment strategies for the property at the northwest quadrant of
Western and Laurel Avenues (the “Site”) and to provide consulting services to support
redevelopment of the Site; and
WHEREAS, the Consultant’s preliminary investigation and review of the Site indicated
that the Site meets the applicable standards for designation as a tax increment financing (“TIF”)
district under the Tax Increment Allocation Redevelopment Act, 65 ILCS 5/11-74.4-1 et seq.;
and
WHEREAS, the City has received recent proposals for possible redevelopment of the
Site, subject to the availability of TIF financing; and
WHEREAS, on September 2, 2014, the City Council approved a resolution (the “9/2/14
Resolution”) identifying Focus Development, Inc. (“Focus”) as the preferred proposal for
redevelopment of the Site; and
WHEREAS, pursuant to the 9/2/14 Resolution, representatives of the City and Focus
have negotiated the terms of a “Property Purchase Agreement” (the “Agreement”) in good faith,
and have reached substantial agreement on the terms of such Agreement; and
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2
WHEREAS, pursuant to its home rule authority, the Mayor and City Council find and
determine that it is in the best interests of the City and its residents to authorize and direct the
City Manager, the Consultant, and the City Attorney to finalize the terms of the Agreement and
to authorize the Mayor and City Clerk to execute the Agreement on behalf of the City, as
hereinafter set forth;
NOW, THEREFORE, BE IT RESOLVED by the Mayor and City Council of the City of
Lake Forest, County of Lake, State of Illinois, as follows:
SECTION 1: Recitals. The foregoing recitals are incorporated into this Resolution as
findings of the Mayor and City Council.
SECTION 2: Authorizations.
(a) The City Manager, Consultant, and City Attorney are hereby authorized and
directed to undertake all actions necessary to finalize the terms of the Agreement consistent
with directions received from the City Council and its Property and Public Lands Committee to
effect the sale of the Site to Focus for redevelopment purposes.
(b) The Mayor and City Clerk are hereby authorized and directed to execute and
attest, on behalf of the City, the Agreement following the finalization of the terms of the
Agreement as provided above and as approved by the City Council; provided, however, that the
Mayor and Clerk shall neither execute nor attest the Agreement until a signed Agreement is
received from Focus.
SECTION 3: This resolution shall be in full force and effect upon its passage and
approval in the manner provided by law.
90
3
PASSED THIS ___ DAY OF _______, 2014
AYES ( )
NAYS ( )
ABSENT ( )
APPROVED THIS _____ DAY OF _______, 2014
Mayor
ATTEST:
City Clerk
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1
THE CITY OF LAKE FOREST
ORDINANCE NO. 2014-O-___
AN ORDINANCE AUTHORIZING AND DIRECTING NEGOTIATIONS FOR THE
ACQUISITION OF CERTAIN REAL PROPERTY
WHEREAS, The City of Lake Forest is a home rule, special charter Illinois municipal
corporation; and
WHEREAS, the City is the owner of certain real property located at the northwest
corner of Western and Laurel Avenues; and
WHEREAS, since 2007, the City has undertaken efforts to develop a land use concept
and development parameters for such property and to market it for redevelopment; and
WHEREAS, in 2012, the City retained Teska Associates, Inc. (“Consultant”) to assist
the City in analyzing redevelopment strategies for the property at the northwest quadrant of
Western and Laurel Avenues (the “Site”) and to provide consulting services to support
redevelopment of the Site; and
WHEREAS, the Consultant’s preliminary investigation and review of the Site indicated
that the Site meets the applicable standards for designation as a tax increment financing
(“TIF”) district under the Tax Increment Allocation Redevelopment Act, 65 ILCS 5/11-74.4-1 et
seq. (“TIF Act”), and to that end the Consultant has prepared a tax increment financing
eligibility study (“Eligibility Study”); and
WHEREAS, Consultant’s investigation and review, as summarized in the Eligibility
Study, indicated that the site is blighted and meets the applicable standards for designation as
a TIF District under the TIF Act; and
WHEREAS, the City is therefore considering establishing a tax increment financing
district (“TIF District”) over an approximately 10.6 acre area at the northwest corner of Laurel
and Western Avenues, north of the City’s downtown, as described in Exhibit A to this
Ordinance ("Redevelopment Project Area") in accordance with the TIF Act to eliminate blight
92
2
and induce the redevelopment of the Redevelopment Project Area; and
WHEREAS, the Consultant has prepared a proposed redevelopment plan
(“Redevelopment Plan”) for the Redevelopment Project Area; and
WHEREAS, after consideration of the Eligibility Study, Redevelopment Plan, and
other relevant information, the Mayor and City Council have found and determined that it is in
the best interests of the City and its residents to consider the use of tax increment financing to
fund various eligible project costs to stimulate private investment within the Redevelopment
Project Area, as set forth in the proposed Redevelopment Plan; and
WHEREAS, in accordance with the TIF Act, the City has scheduled a public hearing to
consider the approval of the proposed Redevelopment Plan and the designation of the
Redevelopment Project Area on December 10, 2014; and
WHEREAS, the Mayor and City Council anticipate that the City will consider approval
of the Redevelopment Plan and designation of the Redevelopment Project Area between 14
and 90 days after the conclusion of the public hearing, in accordance with the TIF Act; and
WHEREAS, the City has solicited and received proposals for possible redevelopment
of the Redevelopment Project Area, subject to the availability of TIF financing; and
WHEREAS, pursuant to a resolution approved on September 2, 2014 (the “9/2/14
Resolution”), the City preliminarily identified a proposal from Focus Development, Inc.
(“Focus”) as the preferred proposal for redevelopment of the Redevelopment Project Area
and directed City staff to take appropriate actions to permit the sale of the Redevelopment
Project Area to Focus, subject to the availability of TIF financing; and
WHEREAS, the City currently owns all of the property within the Redevelopment
Project Area except for one parcel consisting of approximately 0.1095 acres, commonly
known as 120 E. Laurel Avenue, which is legally described in Exhibit B and depicted in
Exhibit C to this Ordinance (“Subject Property”); and
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3
WHEREAS, the City understands that the Subject Property is currently owned by
Nancy and Joyce Jackson (“Owners”) and is improved with a single family home in which the
Owners reside; and
WHEREAS, the Mayor and City Council have determined that, in order to eliminate
blight and pursue the redevelopment of the Redevelopment Project Area in accordance with
the Redevelopment Plan, it is necessary and desirable for the City to acquire fee simple title
to the Subject Property; and
WHEREAS, in furtherance of the 9/2/14 Resolution, City staff has engaged in
purchase and sale negotiations with the Owners, including various oral communications and
delivery of a written proposal dated October 18, 2014, which set forth an offer to purchase the
Subject Property for $450,000, plus $125,000 for various relocation and transitional costs;
and
WHEREAS, since it presented the written proposal on October 18, 2014, the City has
also obtained a market value appraisal for the Subject Property dated ______, 2014, and the
appraised value of the Subject Property is $______________ (the “Appraised Value”), being
an amount less than the amount of the City’s October 18, 2014 offer; and
WHEREAS, to date, the City and the Owners have been unable to reach a negotiated
agreement for purchase and sale of the Subject Property; and
WHEREAS, subject to the establishment of the proposed Redevelopment Project
Area, the City would have authority pursuant to 65 ILCS 5/11-74.4-4(c) to acquire the Subject
Property through the exercise of eminent domain; and
WHEREAS, the Mayor and City Council find and determine that it is in the best
interests of the City and its residents to authorize and direct the City Manager, or his
designee, to deliver an offer to the Owners in the form attached hereto as Exhibit D and to
inform the Owners that, if a negotiated agreement cannot be reached by February 2, 2014,
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4
the City intends to consider proceeding with condemnation of the Subject Property, subject to
the designation of the Redevelopment Project Area;
NOW, THEREFORE, BE IT ORDAINED by the Mayor and City Council of the City of
Lake Forest, County of Lake, State of Illinois, as follows:
SECTION 1: The foregoing recitals are incorporated into this Resolution as findings
of the Mayor and City Council.
SECTION 2: The Mayor and City Council hereby find and determine that, subject to
the designation of the Redevelopment Project Area and establishment of a TIF District
pursuant to the TIF Act, it is necessary and desirable to acquire fee simple title to the Subject
Property for the purposes of eliminating blight and permitting redevelopment of the
Redevelopment Project Area in accordance with the Redevelopment Plan.
SECTION 3: The City Manager, or his designee, is authorized and directed to
prepare an offer for the purchase of the Subject Property for the Appraised Value and in
substantially the form attached hereto as Exhibit D (“Offer”) and to send such Offer to the
Owners by certified mail, return receipt requested, on or before December 4, 2014. The City
Manager, his staff, and the City Attorney are further authorized to negotiate with the Owners
or their authorized representatives for the purchase of the Subject Property, provided,
however, that any counteroffer by the Owners for compensation in excess of the amount of
the Offer shall not be accepted without approval of the Mayor and City Council.
SECTION 4: Effective Date. This Ordinance will be in full force and effect upon
its passage and approval in the manner provided by law.
PASSED THIS ____ DAY OF DECEMBER, 2014.
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AYES:
NAYS:
ABSENT:
ABSTAIN:
APPROVED THIS DAY OF DECEMBER, 2014.
ATTEST:
Mayor
City Clerk
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EXHIBIT A
Legal Description of Redevelopment Project Area
Beginning at the point at the southwest corner of Lot 7, Block 301, of the Western
Addition to Lake Forest Subdivision, in the Northwest ¼ of the Southwest ¼ of Section
28, Township 44 North, Range 12 East, within the City of Lake Forest, Lake County,
Illinois; thence north, running along the western lot line of said Lot 7, approximately
674.3 feet, to the northwest corner of said Lot 7; thence north, 66 feet, to the point of
intersection of said western lot line of Lot 7 extended and the northern line of the
Franklin Place right-of-way; thence east, 596.6 feet along said northern line of the
Franklin Place right-of-way to the intersection of the West line of the Western Avenue
right-of-way and said the North line of the Franklin Place right-of-way; thence, east,
approximately 67.79 feet, to the point of intersection of a line extending said North line
of the Franklin Place right-of-way and the East line of the Western Avenue right-of-way;
thence southeast, approximately 822 feet, along the East line of the Western Avenue
right-of-way the point of intersection of said East line of the Western Avenue right-of-
way and the South line of the East Laurel Avenue right-of-way extended; thence west,
approximately 67.79 feet to the point at the intersection of the West Line of the Western
Avenue right-of-way and the South Line of the Laurel Avenue right-of-way; thence west,
approximately 784.08 feet, along the South line of the East Laurel Avenue to the point
of intersection with the west property line of Lot 6, Block 307 of the Western Addition to
Lake Forest Subdivision; thence northwest, approximately 67.5 feet across the Laurel
Avenue right-of-way to the point of beginning.
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EXHIBIT B
Legal Description of Subject Property
The western 40 feet of the western 115 feet of the southern 120 feet of Lot 3 in the Western
Addition to Lake Forest Subdivision, in the Northwest ¼ of the Southwest ¼ of Section 28,
Township 44 North, Range 12 East, within the City of Lake Forest, Lake County, Illinois.
P.I.N. 12-28-301-019
Common address: 120 E. Laurel Avenue, Lake Forest, Illinois 60045
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EXHIBIT C
Depiction of Subject Property
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EXHIBIT D
Offer Letter
[City Letterhead]
December __, 2014
Nancy and Joyce Jackson
120 E. Laurel Avenue
Lake Forest, Illinois 60045
VIA CERTIFIED MAIL
Dear Nancy and Joyce,
As we have discussed in our prior meetings, The City of Lake Forest is in the process of moving
forward with its project to redevelop the property at the northwest quadrant of Western and
Laurel Avenues, which includes the former Municipal Services site, a 10-acre, City-owned
parcel addressed as 110 E. Laurel Avenue. The property you own at 120 E. Laurel Avenue (the
“Subject Property”) is approximately 0.1095 acres (4,769 square feet) in size and is bordered
on three sides by the City property. The Subject Property is a necessary and critical component
of the planned redevelopment, which is in the best long-term interest of the City and its
residents.
Since we initially discussed the purchase of the Subject Property, the City has obtained an
appraisal of the Subject Property (the “Appraisal”), which indicates a market value of
$_________. Based on this Appraisal and our prior meetings with you, the City hereby presents
this letter as its updated proposal to purchase fee simple title to the Subject Property.
Specifically, the City’s proposal is:
• To purchase of fee simple title to the Subject Property for $____________, being the
market value as set forth in the Appraisal.
• To reimburse you for reasonable relocation costs incurred by the members of your family
occupying the Subject Property, which costs will be determined in the same manner as
under the federal Uniform Relocation Assistance and Real Property Acquisition Policies
Act of 1970.
For your information, a copy of the Appraisal is enclosed with this letter.
City representatives, including Mayor Schoenheider and City Manager Robert Kiely, are
interested in meeting with you to answer any questions you may have about this proposal and
to hear any concerns. The City wishes to continue to seek a negotiated agreement for the
purchase of the Subject Property. However, if we are unable to reach a negotiated agreement
by February 2, 2014, the City intends to consider initiating a court proceeding to acquire the
Subject Property by eminent domain.
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You can reach me at ______ or by email at ________. Please feel free to contact me at any
time with questions about this proposal.
Sincerely,
[Name]
[Title]
City of Lake Forest
Enclosure
Cc: William Ryan
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LICENSE AGREEMENT
This License Agreement (“License”) is entered into on this ___ day of______, 2014, by and
between The City of Lake Forest, an Illinois home-rule and special charter municipal
corporation in Lake County, Illinois (“Owner”) and Music Institute of Chicago, an Illinois not-
for-profit corporation. (“Licensee”) (collectively, the Owner and Licensee shall hereinafter be
referred to as the "Parties").
Recitals.
A. Owner is the title holder to a certain building commonly known as Volwiler Hall
and located at 40 E. Old Mill Road in The City of Lake Forest, County of Lake, and State of
Illinois (the "Building").
B. Owner has determined that making space available in the Building for certain
uses will serve the public interest of The City of Lake Forest and its residents. Such space will
be made available not through the conveyance of any property interest in or to the Building, but
by the granting of license rights for the use and occupancy of space within the Building.
C. Owner desires to grant to Licensee the privilege to use, access, and occupy, and
Licensee desires to use, access, and occupy, approximately 6,650 square feet of space in the
Building as depicted on Exhibit A to this License (“Licensed Area”), subject to and in accordance
with the terms of this License.
NOW, THEREFORE, in consideration of the mutual promises, covenants, and
agreements herein stated, and for other good and valuable consideration, the receipt and
sufficiency of which are hereby acknowledged by the Parties, Owner desires and agrees to
license the Licensed Area to Licensee, and Licensee desires and agrees to license the
Licensed Area from Owner pursuant to the provisions set forth herein.
1. Incorporation of Recitals.
The foregoing Recitals are hereby incorporated into and made a part of this License as if
fully set forth herein.
2. License Period.
The terms and conditions of this License shall apply during the period beginning on
August 1, 2014 ("Commencement Date") and ending on August 31, 2019 ("License
Period"). The Parties may extend the License Period or modify the terms of this License
as provided for herein or by a separate written agreement signed by both Parties.
3. License Fee & Execution of License.
a. Licensee shall pay to Owner each year during the License Period a fixed fee of
$43,000 per year, payable in monthly installments. Each installment payment of
the License Fee shall be due in advance on the first day of each calendar month
during the License Period. Licensee is directed and required to deliver each
installment of the License Fee to Owner at the following address: 800 North
Field Drive, Lake Forest, IL 60045. If Licensee is delinquent in any monthly
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installment of the License Fee due and owing under this License for more than
five (5) days, Licensee shall pay to Owner on demand a late charge equal to five
percent (5%) of such delinquent sum. The provision for such late charge shall be
in addition to all of Owner's other rights and remedies hereunder or at law or in
equity and shall not be construed as a penalty. Owner may further adjust the
License Fee upon any change in usage of the Licensed Area or any extension of
the License Period.
c. Licensee must provide to the City Manager a copy of the License executed by
Licensee and a security deposit of $3583.00 (the “License Security Deposit”).
Owner may at any time or times apply all or any portion of the License Security
Deposit in payment of any amounts due to Owner from Licensee, and upon
Owner’s demand Licensee shall in such case promptly deposit additional sums
with Owner to return the balance of the License Security Deposit to $3,583.00.
d. The Building and Licensed Area are currently exempt from payment of real
estate taxes. If at any time in the future the Building and Licensed Area are
assessed and real estate taxes are due, Licensee shall pay all real estate taxes
or other charges applicable to or assessed against the Building or Licensed Area,
on a pro rata basis considering the size of the Licensed Area in relation to the
size of all other licensed areas in the Building that are licensed for use by taxable
entities; even though such taxes may not become due and payable until after the
expiration or termination of this License. If any such taxes or charges shall have
been paid by Owner, Licensee agrees to reimburse Owner within 60 days after
presentation of a bill. Licensee shall be liable for all taxes levied or assessed
against any personal property or fixtures placed in the Licensed Area, whether
levied or assessed against Owner or Licensee.
4. Authorized Uses.
a. Licensee may use the Licensed Area for the purpose(s) only: conducting of music
classes and related activities for the public consistent with the mission statement
of Licensee, a copy of which is attached hereto as Exhibit B. Overnight
occupancy of the premises is not permitted. The ending time of any and all
public classes and activities shall be 9:00 p.m. Licensee shall have the non-
exclusive right to the use of the grounds and parking areas adjacent to Volwiler
Hall. No parking shall be permitted on any residential street. In addition,
Licensee may use the common areas of the Building for their ordinary and
customary uses.
b. In addition, a maximum number of six (6) group social functions, including
fundraisers and the like, may be held in the Licensed Area per year. Licensee
shall give owner prior written notification of any such group events. Owner shall
have the right to prohibit any use that it determines is inconsistent with the
Special Use Permit (a copy of which is attached hereto as Exhibit C) and/or
public interest at the Owner’s discretion.
c. Notwithstanding the foregoing, Licensee shall not store any inflammable or
hazardous materials on or in the Licensed Area without the express written
authorization of Owner (except for such quantities of standard over-the-counter
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cleaning and office supplies as are reasonably necessary to be kept in
connection with the normal operation and maintenance of the Licensed Area).
5. Assignments.
Licensee shall not without owners written consent of the Owner assign all or any
portion of the rights or privileges to use or occupy any part of the Licensed Area. Any
sub-license between the Licensee and its sub-licensee must have written approval
by the Owner. The Owner acknowledges and consents to Licensee’s current sub-
license arrangement with the Institute of Therapy Through the Arts (the “Sub-
Licensee”) affecting a portion of the Licensed Area. Licensee shall be fully
responsible to the Owner for the acts of the Sub-Licensee, and Licensee shall not,
without the prior written consent of the Owner, either: (i) expand the Sub-Licensee’s
current use of the Licensed Area, or (ii) allow another party to sub-license any part of
the Licensed Area (including such part currently used by the Sub-Licensee).
6. Surrender of Licensed Area and Repairs.
a. At the end of the License Period, Licensee shall no longer exercise the privilege
of using or occupying the Licensed Area and shall otherwise surrender the
Licensed Area in the same condition as it existed on the Commencement Date,
normal wear and tear and damage by fire or other casualty excepted, so long as
any fire or casualty is not caused by the Licensee. Licensee shall also return to
the Owner all keys to the Building or to the Licensed Area at the end of the
License Period.
b. Licensee shall have the right to remove all personal property from the Licensed
Area at the conclusion of the License Period provided that Licensee shall repair,
at Licensee's expense, all damage to the Licensed Area caused by such
removal, and shall remove all of Licensee's property. Any property not so
removed by Licensee as permitted or required herein shall be deemed
abandoned and may be stored, removed, and disposed of by Owner at
Licensee's expense, and Licensee waives all claims against Owner for any
damages resulting from Owner's retention and disposition of such property.
c. During and at the conclusion of the License Period, and as additional
consideration for the granting of this License, Licensee agrees to make, at
Licensee's expense, all necessary repairs to the Licensed Area caused by
Licensee, its agents, employees, contractors, or invitees or the Sub-Licensee
from use and occupancy, normal wear and tear and damage by fire or other
casualty excepted, so long as any fire or casualty is not caused by the Licensee.
7. Improvements.
a. Licensee shall not make any alterations to the Licensed Area without the prior
written consent of the Owner.
b. Any such improvements shall be made in a workmanlike manner utilizing good
quality materials, including partitions, fixtures and equipment required to be
affixed or secured to the Licensed Area.
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c. Upon surrender of the Licensed Area, all alterations or improvements
constructed by Owner or Licensee shall remain on the Licensed Area as Owner's
property, except to the extent (i) Owner requires removal of any such Licensee-
made alterations at Licensee's expense prior to the expiration of the License
Period or earlier termination of this License, or (ii) Owner and Licensee have
otherwise agreed in writing in connection with Owner's consent to any Licensee-
made alterations. Licensee shall repair any damage to the Licensed Area
caused by such removal, unless Owner elects to complete such repairs itself, in
which case Licensee shall reimburse Owner for the costs of such repairs within
ten (10) days after Owner's written demand therefor. If Licensee fails to remove
any Licensee-made alterations per the requirements of this Paragraph, or fails to
repair any damage caused thereby, Owner shall have the right, but not the
obligation, to complete such removal and/or repairs at Licensee's expense, and
Licensee shall reimburse Owner for same within ten (10) days after Owner's
written demand therefor.
8. Insurance
a. Licensee, at its expense, shall maintain during the License Period: all risk
property insurance covering the full replacement cost of all property and
improvements installed or placed in the Licensed Area by Licensee at Licensee's
expense; worker's compensation insurance with no less than the minimum limits
required by law; employer's liability insurance with such limits as required by law;
and commercial general liability insurance, with a minimum limit of $1,000,000
per occurrence and a minimum umbrella limit of $1,000,000, for a total minimum
combined general liability and umbrella limit of $2,000,000 (together with such
additional umbrella coverage as Owner may reasonably require) for property
damage, personal injuries, or deaths of persons occurring in or about the
Licensed Area. Owner may from time to time require reasonable increases in
any such limits. The commercial liability policies shall name Owner as additional
insureds (and any other party reasonably requested by Owner), insure on an
occurrence and not a claims made basis, be issued by insurance companies that
are reasonably acceptable to Owner, not be cancelable unless thirty (30) days'
prior written notice is given to Owner, contain a hostile fire endorsement and a
contractual liability endorsement and provide primary coverage to Owner (any
policy issued to Owner providing duplicate or similar coverage shall be deemed
excess over Licensee's policies). Such policies or certificates thereof shall be
delivered to Owner by Licensee prior to the Commencement Date and upon each
renewal of said insurance.
b. The all risk property insurance obtained by the Licensee in accordance with this
License shall include a waiver of subrogation by the insurers and all rights based
upon an assignment from its insured, against either Party, their officers, directors,
employees, managers, agents, invitees and contractors, in connection with any
loss or damage thereby insured against. Neither Party nor its officers, directors,
employees, managers, agents, invitees or contractors shall be liable to the other
for loss or damage caused by any risk coverable by all risk property insurance,
and each party waives any claims against the other party, and its officers,
directors, employees, managers, agents, invitees and contractors for such loss or
damage. The failure of a Party to insure its property shall not void this waiver
(but such waiver shall not apply to Owner if Licensee fails to obtain and maintain
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such all risk policy). Owner and its agents, employees and contractors shall not
be liable for, and Licensee hereby waives all claims against such parties for,
business interruption and losses occasioned thereby sustained by Licensee or
any person claiming through Licensee resulting from any accident or occurrence
in or upon the Licensed Area from any cause whatsoever, including without
limitation, damage caused in whole or in part, directly or indirectly, by the
negligence of Owner or its agents, employees or contractors; but, excluding any
accident or occurrence caused directly by the gross negligence or willful
misconduct of Owner or its agents, employees or contractors.
9. Utilities and Services.
For those that are separately metered and used solely by the Licensee, Licensee
shall pay for all water, gas, electricity, heat, light, power, telephone, sewer, sprinkler
services, janitorial services, refuse and trash collection, and other utilities and
services used on the Licensed Area, all maintenance charges for utilities, and any
storm sewer charges or other similar charges for utilities imposed by any
governmental entity or utility provider directly to the provider of such services. In the
event Licensee fails to pay for any utilities or services as required under this
Paragraph, Owner shall have the right, but not the obligation, upon ten (10) days’
prior written notice to Licensee, to pay such utility or service bills on Licensee's
behalf and charge Licensee for same (plus a penalty equal to 5% of the past due
amount) due and payable upon Owner's written demand therefor. No interruption or
failure of utilities or services shall result in the termination of this License or the
abatement of License Fees.
10. Entry
Owner shall have the right to enter upon the Licensed Area at reasonable hours
following reasonable notice to Licensee (except in an emergency) to inspect the
same, provided Owner shall not thereby unreasonably interfere with Licensee's
business on the Licensed Area.
11. Maintenance, Damage, and Destruction
a. Licensee shall at all times keep the Licensed Area clean and in good repair and
condition, including the painting thereof. Licensee shall not post, paint, or place
on the Licensed Area or Building any advertisement or sign without the prior
written approval of the Owner. Except as otherwise expressly provided in this
License, Licensee shall bear the full cost of any repair or replacement to any part
of the Licensed Area that incurs damage caused by Licensee, its agents,
employees, contractors, or invitees.
b. Owner shall not be liable for any loss or damage caused by Owner’s failure to
keep the Licensed Area heated or in repair, or for any damage to the property of
the Licensee in or about the Building or Licensed Area from water, rain, or snow
which may leak or flow into any part of the Building or Licensed Area, or from
leakage of pipes, plumbing, heating or cooling apparatus, or any defect on the
Licensed Area.
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c. In the event the Licensed Area shall be rendered untenable by fire or other
casualty, Owner may at its option, repair the Licensed Area within 90 days or
revoke the License and in such event the License shall cease immediately. The
License Fee shall be abated from the date of any casualty and while such
damages are under repair, unless such casualty or damage was caused by
Licensee, its agents, employees, contractors, or invitees.
d. If the Licensed Area or any part thereof or any appurtenance thereto is so
damaged by fire, casualty or structural defects (such damage or defects not
being the result of any act of negligence by Licensee or by any of Licensee's
agents, employees, or invitees) that the same cannot be used for Licensee's
purposes, then Licensee shall have the right after ninety (90) days following
damage to elect by notice to Owner to terminate this License as of the date of
such damage. The License Fee shall abated from the date of any casualty
through the date of termination of the License or until such damages have been
repaired, unless such casualty or damage was caused by Licensee, its agents,
employees, contractors, or invitees.
e. In the event of minor damage to any part of the Licensed Area, Owner may
promptly repair such damage; however, Owner shall not be liable for any delays
resulting from strikes, governmental restrictions, inability to obtain necessary
materials, or labor or other matters, which are beyond the reasonable control of
Owner. The License Fee shall be abated from the date of any casualty and while
such damages are under repair, unless such casualty or damage was caused by
Licensee, its agents, employees, contractors, or invitees.
f. If the Licensed Area or any other part of the Building is damaged by fire or other
casualty resulting directly from any act of negligence by Licensee or by any of
Licensee's agents, employees or invitees, the License Fee shall not be
diminished or abated while such damages are under repair, and Licensee shall
be responsible for the costs of repair not covered by insurance.
g. The Owner shall be responsible for maintenance of the portions of the Licensed
Area, the Building, and the areas adjacent to the Building in accordance
with Exhibit D attached to this Agreement. Notwithstanding such responsibility,
in the event that the Owner is unable or unwilling to perform such maintenance,
Licensee’s only remedy is to terminate this Agreement, subject to the provisions
of Section 12(b) of this Agreement. Additionally, in lieu of performing
maintenance as provided in Exhibit D, the Owner may declare the Licensed
Premises or affected portions thereof no longer available for occupancy, and the
License Fee shall be prorated accordingly.
12. Default
a. In the event of a default made by Licensee in any of the covenants or conditions
to be kept, observed and performed by Licensee, Licensee shall have thirty (30)
days after receipt of written notice thereof to cure such default, provided such
default is capable of being cured within such time period, or any additional time
as may be reasonably required to cure the default in the event thirty (30) days is
insufficient, but in no event more than sixty (60) days without the written consent
of the Owner. In the event that the Licensee shall fail to cure any default within
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the time allowed under this paragraph, Owner may declare the License Period
ended and terminate the License by giving Licensee ten days' written notice of
such intention, and if Licensee does not remove its property and otherwise
discontinue use of the Licensed Area, Owner may remove Licensee's property
from the Licensed Area and otherwise prevent Licensee's further use of the
Licensed Area or the Building.
b. In the event of (i) a default made by Owner or (ii) Owner’s decision not to perform
maintenance activities identified in Exhibit D, which non-performance shall not be
a technical default under this Agreement (an “Occupancy Condition”), Owner
shall have thirty (30) days after receipt of written notice from Licensee of such
Occupancy Condition, provided such Occupancy Condition is capable of being
cured within such time period, or any additional time as may be reasonably
required to cure the Occupancy Condition in the event thirty (30) days is
insufficient, but in no event more than sixty (60) days without the written consent
of the Licensee. In the event that the Owner shall fail to cure any Occupancy
Condition within the time allowed under this paragraph, Licensee may declare
the License Period ended and terminate the License by giving Owner at least ten
days' written notice of such intention, and upon such termination Licensee shall
remove Licensee's property from the Licensed Area.
13. Right to Revoke
Owner shall have the right to revoke this License upon 270 days’ prior written notice
to the Licensee. Upon any such termination by Owner, if the License Fee shall have
been paid in advance, Owner shall refund to Licensee the portion of such License
Fee paid for any time after the effective date of the termination. Licensee shall have
the right to relinquish this License upon 120 days’ prior written notice to the Owner
and delivery of any unpaid balance of the monthly License Fee installments due
through the effective date of the termination, which shall become immediately due
and payable by Licensee under the terms of the License.
14. Indemnification
Except for the gross negligence or intentional misconduct of Owner, its officers,
officials, agents, employees, attorneys, or representatives, and to the extent
permitted by law, Licensee agrees to indemnify, defend and hold harmless Owner,
and Owner's officers, officials, agents, employees, attorneys, or representatives,
from and against any and all losses, liabilities, damages, costs and expenses
(including attorneys' fees and court costs) resulting from claims for injuries to any
person and damage to or theft or misappropriation or loss of property occurring in, on
or about the Licensed Area and arising from the use and occupancy of the Licensed
Area or from Licensee's failure to perform any obligations of Licensee under this
License or from any activity, work, or thing done, permitted or suffered by Licensee in
or about the Licensed Area or due to any other act or omission of Licensee,
assignees, invitees, employees, contractors and agents. The furnishing of insurance
required hereunder shall not be deemed to limit Licensee's obligations under this
Paragraph. The indemnification obligations of Licensee hereunder shall survive the
expiration or earlier termination of this License.
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15. Inspection and Access
Owner and its agents, representatives, and contractors may enter the Licensed Area
at any reasonable time following reasonable notice to Licensee (except in an
emergency) to inspect the Licensed Area and to make such repairs as may be
required or permitted pursuant to this License and for any other business purpose.
Owner may grant easements, make public dedications, designate common areas
and create restrictions on or about the Licensed Area, provided that no such
easement, dedication, designation or restriction materially interferes with Licensee's
use or occupancy of the Licensed Area. At Owner's request, Licensee shall execute
such instruments as may be necessary for such easements, dedications or
restrictions.
16. Holding Over
If Licensee continues to occupy or use the Licensed Area after the termination of the
License Period, unless otherwise agreed in writing and signed by Owner, such
occupancy or use shall be subject to immediate termination by Owner at any time;
until such occupancy terminates all of the other terms and provisions of this License
shall be applicable during such holdover period, except that Licensee shall pay
Owner from time to time, upon demand, as the License Fee for the holdover period,
an amount equal to two hundred percent (200%) of the License Fee in effect on the
termination date, computed on a monthly basis for each month or part thereof during
such holding over. The License Fee for any partial month during the holdover period
shall not be prorated. All other payments shall continue under the terms of this
License. In addition, Licensee shall be liable for all direct and consequential
damages incurred by Owner as a result of such holding over. No holding over by
Licensee, whether with or without consent of Owner, shall operate to extend this
License except as otherwise expressly provided, and this Paragraph shall not be
construed as consent for Licensee to continue to occupy or use the Licensed Area
following the expiration of the License Period or earlier termination of this License.
For purposes of this License, "occupancy of the Licensed Area" shall include, but
shall not be limited to, continued placement of materials, signs, debris or other
articles or facilities owned by Licensee or permitted to be placed on the Licensed
Area by Licensee.
17. Security Service
Licensee acknowledges and agrees that Owner is not providing any security services
with respect to the Licensed Area and that Owner shall not be liable to Licensee for,
and Licensee hereby waives any claim against Owner with respect to, any loss by
theft or any other damage suffered or incurred by Licensee in connection with any
unauthorized entry into the Licensed Area or any other breach of security with
respect to the Licensed Area.
18. Force Majeure
Neither party shall be held responsible for delays in the performance of its
obligations hereunder when caused by strikes, lockouts, labor disputes, acts of God,
inability to obtain labor or materials or reasonable substitutes therefor, governmental
restrictions, governmental regulations, governmental controls, delay in issuance of
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permits, enemy or hostile governmental action, civil commotion, fire or other
casualty, and other causes beyond the reasonable control of such party ("Force
Majeure"); provided, however, that Licensee's obligation to pay the License Fee and
all other amounts due and owing under this License shall not be delayed by Force
Majeure.
19. Notice
Any notice required or permitted under this License shall be deemed sufficiently
given or served if sent by United States certified mail, return receipt requested,
addressed as follows:
Owner: The City of Lake Forest
220 East Deerpath
Lake Forest, IL 60045
Phone: 847-810-3675
Email: kielyr@cityoflakeforest.com
Licensee: Music Institute of Chicago
Attn: Dr. Mark George
1702 Sherman Avenue
Evanston, Il 60201
Phone: (847) 448 -8309
Email: mgeorge@musicinst.org
Owner and Licensee shall each have the right from time to time to change the
address where notice is to be given to the other party.
20. Waiver
No waiver of any default of Owner or Licensee hereunder shall be implied from any
omission to take any action on account of such default if such default persists or is
repeated, and no express waiver shall affect any default other than the default
specified in the express waiver and that only for the time and to the extent therein
stated. One or more waivers by Owner or Licensee shall not be construed as a
waiver of a subsequent breach of the same covenant, term, or condition.
21. Headings
The headings used in this License are for convenience of the Parties only and shall
not be considered in interpreting the meaning of any provision of this License.
22. Successors
The provisions of this License shall extend to and be binding upon Owner and
Licensee and their respective legal representatives, successors, and assigns.
23. Compliance with Law
Licensee and Owner each shall comply with all laws, orders, ordinances, and other
public requirements now or hereafter affecting the Licensed Area.
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24. Severability
If any clause or provision of this License is illegal, invalid or unenforceable under
present or future laws, then and in that event, it is the intention of the Parties that the
remainder of this License shall not be affected thereby. It is also the intention of the
Parties to this License that in lieu of each clause or provision of this License that is
illegal, invalid or unenforceable, there be added, as a part of this License, a clause or
provision as similar in terms to such illegal, invalid or unenforceable clause or
provision as may be possible and be legal, valid and enforceable.
25. Entire Agreement
This License constitutes the complete agreement of the Owner and Licensee with
respect to the subject matter hereof. No representations, inducements, promises or
agreements, oral or written, have been made by Owner or Licensee, or anyone
acting on behalf of Owner or Licensee, which are not contained herein, and any prior
agreements, promises, negotiations, or representations are superseded by this
License. This License may not be amended except by an instrument in writing
signed by the Parties hereto.
IN WITNESS WHEREOF, the Parties have executed this License, in duplicate, as of the day
and year first above written.
Owner Licensee
The City of Lake Forest Music Institute of Chicago
By: By:
Its: Its:
Date Date
111
11
EXHIBIT A
LICENSED AREA
112
12
EXHIBIT B
MISSION STATEMENT OF LICENSEE
113
13
EXHIBIT C
SPECIAL US EPERMIT
114
14
EXHIBIT D
OWNER’S MAINTENANCE AREAS
115
The City of Lake Forest
CITY COUNCIL
Proceedings of the November 17, 2014
City Council Meeting. City Council Chambers
CALL TO ORDER AND ROLL CALL: Honorable Mayor Schoenheider called the meeting to order at
6:30 pm, and Deputy City Clerk Margaret Boyer called the roll of Council members.
Present: Mayor Schoenheider, Alderman Waldeck, Alderman Beidler, Alderman Moore, Alderman
Pandaleon, Alderman Tack, Alderman Reisenberg, Alderman Adelman and Alderman Moreno.
Absent: None
Also present were: Bob Kiely, City Manager, Victor Filippini, City Attorney; Carina Walters,
Assistant City Manager; Susan Banks, Communications Manager; Catherine Czerniak, Director of
Community Development; Chuck Myers, Superintendent of Parks & Forestry; Elizabeth Holleb,
Director of Finance; Diane Hall, Assistant Finance Director; Bob Ells, Superintendent Engineering;
and Michael Thomas, Director of Public Works; and Desha Kalmar, Human Resources Director.
There were approximately 30 present in the audience.
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance was recited by all in attendance.
REPORTS OF CITY OFFICERS
COMMENTS BY MAYOR
A. The Mayor invited the entire community to attend the tree lighting in Market Square on
November 28.
COMMENTS BY CITY MANAGER
City Manager, Robert Kiely, announced Manager of Senior Resources will retire at the end of
March, 2015; and that Marla Schachtel has done tremendous work at Dickinson Hall and will be
missed.
COMMENTS BY COUNCIL MEMBERS
Alderman Waldeck, Alderman Beidler, City Engineer Bob Ells, and representatives form Lake
Forest High School met with Ward 1 residents to talk about the detention pond. Alderman
Waldeck said the meeting resulted in a great plan and timeline for moving forward, and is looking
forward to seeing the solution down the road.
Alderman Beidler added that on Nov 19 there is an HPC meeting and on the agenda is the
Woodbine Bridge replacement. She stated this is the 1st step in preparing design work. The HPC
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Proceedings of the November 17, 2014
Regular City Council Meeting
will get initial public input, and as design moves forward, the City Council will be involved in the
progress, and grant final approval.
Alderman Pandaleon commended the Fire Department for its professionalism handling an incident
at St Mary’s.
Alderman Moreno recommended the Lake Forest Fire Department’s Citizens Academy to all so
that they can learn what the department does. She recently completed the Academy.
Finance Committee
1. Gorton Community Center Rehabilitation Project and FY 15 Budget Presentations
Finance Committee Chairman George Pandaleon introduced Blair Nagel, Chairman of Gorton
Community Center. Mr. Nagel reported on the history of Gorton and gave an update on the
renovations that are underway, which include a 21st Century Arts & Educational Center, a state of
the art Theater and renovated Gathering Spaces. He also stated that the campaign progress to
date had raised 5.9 million dollars, with a 2 million Lead gift from Nancy Hughes. However, the
goal is 6.5 million, and Gorton is currently launching the Public Campaign.
George Pandaleon then introduced Mark Ventling, who presented the Gorton’s annual budget to
the City Council. Mr. Ventling stated that the revenue next year will be impacted by the
construction; there will be other programs put in place to offset that. He added that they have a
plan to hire a manager for the theater. He also pointed out that the endowment will be about 2.4
million by the end of the year, which will sustain the Center for years to come.
Alderman Pandaleon commented the Center was broke and was threatened with abandonment in
2010 and in 2014, Gorton’s finances are solid and cash flow positive. He thanked all involved for
the turnaround that has happened at Gorton in a year’s time.
Mayor Schoenheider asked if there was anyone from the public who wanted to comment. Seeing
none, he asked for a motion.
COUNCIL ACTION: It is recommended that the City Council consider approval, approval with
modifications, or rejection of the Gorton Community Center Annual Budget and Plan. If
rejected, the Center would be authorized to operate and occupy the property in accordance
with the Annual Budget and Plan last approved by the City Council subject to rate adjustments
not exceeding the change in the Consumer Price Index.
Alderman Pandaleon made a motion approving the Gorton Community Center Annual Budget and
Plan, seconded by Alderman Beidler. The following voted “Yea”: Aldermen Waldeck, Beidler,
Moore, Pandaleon, Tack, Reisenberg, Adelman and Moreno. The following voted “Nay”: None. 8
Yeas, 0 Nays, motion carried.
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Proceedings of the November 17, 2014
Regular City Council Meeting
2. Elawa Farm Budget Presentation
Finance Committee Chairman George Pandaleon introduced the Executive Director, Joanne Miller,
and Chairman of the Elawa Farm Commission, Holly Brown. Ms. Miller reported that Elawa Farm is
supported by numerous volunteers and there are a number of programs to attend that range from
cooking to flower arranging. She added that Elawa sponsors a Holiday Market that will take place
December 5, 6 and 7. Chairman Brown recommended approval of the 1015 Elawa Farm budget
and invited the community to visit and attend the Holiday Market.
Mayor Schoenheider asked if there was anyone from the public who wanted to comment. Seeing
none, he asked for a motion.
COUNCIL ACTION: It is recommended that the City Council consider approval, approval with
modifications, or rejection of the Elawa Farm Annual Budget and Plan. If rejected, the Elawa
Farm Foundation would be authorized to operate and occupy the property in accordance with
the Annual Budget and Plan last approved by the City Council
Alderman Pandaleon made a motion approving the Elawa Farm Annual Budget and Plan, seconded
by Alderman Reisenberg. The following voted “Yea”: Aldermen Waldeck, Beidler, Moore,
Pandaleon, Tack, Reisenberg, Adelman and Moreno. The following voted “Nay”: None. 8 Yeas, 0
Nays, motion carried.
3. Consideration of an Ordinance Establishing the 2014 Tax Levy (First Reading)
Finance Director Elizabeth Holleb explained the schedules reviewing the proposed tax levy for
2014; 1) the tax levy limitations under the tax cap; 2) the tax levy distributed by fund without new
growth and allowances distributed; 3) the tax levy by fund with new growth and allowances
distributed; and 4) an explanation of the tax increase to an average homeowner to be an average
increase to existing residents ($800,000 home) is projected to be $49 or 1.48%.
The proposed tax levy for 2014 reflects a 1.88% increase over the 2013 tax levy extensions for the
City and Library operating funds and City pension and debt service funds. This increase is
comprised of the 1.50% property tax cap increase on those levy lines subject to the tax cap; debt
service bond levies as previously approved by City Council bond Ordinances.
COUNCIL ACTION: Grant first reading of an Ordinance Establishing the 2014 Tax Levy
Alderman Moreno made a motion to grant first reading of an Ordinance Establishing the 2014 Tax
Levy , seconded by Alderman Reisenberg. The following voted “Yea”: Aldermen Waldeck, Beidler,
Moore, Pandaleon, Tack, Reisenberg, Adelman and Moreno. The following voted “Nay”: None. 8
Yeas, 0 Nays, motion carried.
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Proceedings of the November 17, 2014
Regular City Council Meeting
4. Approval of Ordinances Abating 2014 Tax Levies for Various G.O. Alternate Revenue Bond
Issues (First Reading)
Finance Director Elizabeth Holleb stated that there are four Ordinances for actual bond issues
outstanding. The abatement of these general obligation Alternate Revenue bonds is possible due
to these bond funds having adequate revenue sources. She said in order to reduce the bond tax
levies, an abatement ordinance for 2010-B Bond, 2010-C Bond, 2011-A refunding and 2011-B
refunding Bond will be required.
Mayor Schoenheider asked if there was anyone from the public who wanted to comment on this,
and seeing none, asked for a motion.
COUNCIL ACTION: Grant first reading approval of the Ordinances abating tax levies for various
general obligation bond issues.
Alderman Moore made a motion to grant first reading approval of the Ordinances abating tax
levies for various general obligation bond issues, seconded by Alderman Reisenberg. The following
voted “Yea”: Aldermen Waldeck, Beidler, Moore, Pandaleon, Tack, Reisenberg, Adelman and
Moreno. The following voted “Nay”: None. 8 Yeas, 0 Nays, motion carried.
5. Consideration of an Ordinance approving a Fee Schedule, Ordinances adopting new fees
related to Liquor License Penalty and Credit Card Service Fees, and an Ordinance amending City
Code relating to the Direct Debit Program for Water Bills (First Reading)
Finance Director Elizabeth Holleb stated that as part of the budget process all departments are
asked to review their user fees. Departments are required to justify their proposed fees. And new
fees require a separate Ordinance to be submitted. The following have been submitted for
approval; an Ordinance approving a fee schedule, an Ordinance adopting a new liquor license
penalty fee, an Ordinance adopting new fees related to credit card service fees and an Ordinance
amending City Code regarding elimination of the direct debit discount. Ms. Holleb added that the
Revenue for the new and increased fees is estimated to be $750 in the General Fund, $42,541 in
the Parks and Recreation Fund, $3,934 in the Deerpath Golf Course Fund and $201,378 in the
Water Fund.
Mayor Schoenheider asked if there was anyone from the public who wanted to comment. Seeing
none, he asked for a motion.
COUNCIL ACTION: Grant first reading to the proposed ordinances.
Alderman Moore made a motion to grant first reading to proposed fee Ordinances, seconded by
Alderman Reisenberg. The following voted “Yea”: Aldermen Waldeck, Beidler, Moore, Pandaleon,
Tack, Reisenberg, Adelman and Moreno. The following voted “Nay”: None. 8 Yeas, 0 Nays, motion
carried
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Proceedings of the November 17, 2014
Regular City Council Meeting
6. Consideration of (i) a Resolution Regarding the Termination of an Intergovernmental
Agreement, and Approval of a “Wind-Up” Agreement with District 67 and (ii) Ordinances
Terminating Special Service Areas 15, 33, 34, 35 and 36 (First Reading)
City Attorney Victor Filippini reported that in July 1994, the City and School District 67 executed an
Intergovernmental Community Facilities Financing Agreement (“the IGA”) that set forth provisions
for ongoing communication, cooperation and consultation related to the housing of school-aged
children within the public school system. Pursuant to the IGA, which expired in July 2014, the City
has utilized Tax Increment Financing (TIF) money to support improvements at Everett School and
established Special Service Areas (SSAs) associated with specific developments to support
constructing new school facilities, school improvements or additions required to provide
educational services and facilities to the student population within the SSAs. In 1998 and 1999,
School District 67 issued $12.8 million in bonds to address long-term facility needs and anticipated
SSA tax assessments to fund a portion of the debt service.
Due to the fact that the five School District SSAs currently in place have generated nominal school
district enrollment, City and SD67 representatives have discussed for more than a year the
possibility of terminating the SSAs in advance of their scheduled termination. Agreement has
been reached that would allow the City Council to adopt ordinances terminating SSAs 15, 33, 34,
35, and 36, eliminating tax assessments beginning with the 2014 levy year.
In a related matter, the 1994 IGA included some non-SSA items that need to be concluded, and
representatives of the City and SD67 have been discussing steps to close out those items. In the
course of those discussions, City and SD67 representatives have discussed certain property in the
Middlefork subdivision development that was deeded to the City but set aside for a park and
future school site. The School District has agreed to relinquish its interest in the future school site
so that the property will remain a park/open space, subject to a payment from the City.
The City Council had a discussion on the cost of terminating the SSAs and asked the City Staff for
history relating to the implementation of the SSAs.
The City Council agreed to grant first reading of the Ordinances and asked that the proposed
Resolution for the “wind-up” agreement be tabled until the next City Council meeting.
Mayor Schoenheider asked if there was anyone from the public who wanted to comment. Seeing
none, he asked for a motion.
COUNCIL ACTION: Approval of the Proposed Resolution for the Wind-Up Agreement and grant
first reading Ordinances.
Alderman Reisenberg made a motion to table the Resolution and grant first reading of the
Ordinances, seconded by Alderman Moreno. The following voted “Yea”: Aldermen Waldeck,
Beidler, Pandaleon, Tack, Reisenberg, and Moreno. The following voted “Nay”: Alderman Moore,
Adelman. 6 Yeas, 2 Nays, motion carried.
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Proceedings of the November 17, 2014
Regular City Council Meeting
B. Property and Public Lands Committee
1. Consideration of a Recommendation from the Property and Public Lands Committee in
Support of a Resolution Authorizing a Purchase Agreement for Property Located on the
Northwest Corner of Western and Laurel Avenues, the Former Municipal Services Site.
(Approve the Resolution by Motion.)
This item was tabled.
OPPORTUNITY FOR CITIZENS TO ADDRESS THE CITY COUNCIL ON NON-AGENDA ITEMS
None
ITEMS FOR OMNIBUS VOTE CONSIDERATION
1. Approval of the November 3, 2014 City Council meeting Minutes
2. Approval of Health Insurance Contract Renewals
COUNCIL ACTION: Approve the two (2) Omnibus items as presented.
Mayor Schoenheider asked the Council if they would like any item removed or be taken
separately. Seeing none, he asked for a motion to approve the two (2) Omnibus items as
presented.
Alderman Reisenberg made a motion approving the two (2) Omnibus items as presented,
seconded by Alderman Moore. The following voted “Yea”: Aldermen Waldeck, Beidler, Moore,
Pandaleon, Tack, Reisenberg, Adelman and Moreno. The following voted “Nay”: None. 8 Yeas, 0
Nays, motion carried.
Information such as Purpose and Action Requested, Background/Discussion, Budget/Fiscal Impact,
Recommended Action and a Staff Contact as it relates to the Omnibus items can be found on the agenda.
ORDINANCES
1. Consideration of a Recommendation from the Plan Commission in Support of
Amendments to Chapter 46, Sections 37 and 38, Single Family Residence
Districts, to Permit “Granny Flats”, or Secondary Living Units, on Properties
Zoned for Single Family Use, Under Certain Conditions. (Final Approval.)
Director of Community Development, Catherine Czerniak, gave a brief review of the
recommendation from the Plan Commission to amend the Code to permit “granny flats”, or
secondary living units, in the R-5 and R-4 residential zoning districts under certain conditions. At
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Proceedings of the November 17, 2014
Regular City Council Meeting
the November 3, 2014 meeting the Council granted first reading and directed that modifications
be made consistent with the Council’s discussion prior to final consideration of the Ordinance.
Ms. Czerniak added that there had been a few slight amendments from the City Attorney.
Mayor Schoenheider asked if there was anyone from the public who wanted to comment. Seeing
none, he asked for a motion.
COUNCIL ACTION: If determined to be appropriate by the City Council, grant final approval of
the Ordinance approving a Code amendment to permit secondary living units in the R-4 and R-5
zoning districts under certain conditions and limitations.
Alderman Moore made a motion to grant final approval of the Ordinance approving a Code
amendment to permit secondary living units in the R-4 and R-5 zoning districts under certain
conditions and limitations, seconded by Alderman Pandaleon. The following voted “Yea”:
Aldermen Waldeck, Beidler, Moore, Pandaleon, Tack, Reisenberg, Adelman and Moreno. The
following voted “Nay”: None. 8 Yeas, 0 Nays, motion carried.
NEW BUSINESS
ADDITIONAL ITEMS FOR COUNCIL DISCUSSION
ADJOURNMENT
There being no further business. Alderman Reisenberg made a motion to adjourn, seconded by
Alderman Pandaleon Motion carried unanimously by voice vote at 8:10 p.m.
Respectfully Submitted,
Margaret Boyer
Deputy City Clerk
A video of the City Council meeting is available for viewing at the Lake Forest Library and on file in
the Clerk’s office at City Hall. You can also view it on the website by
visiting www.cityoflakeforest.com. Click on I Want To, then click on View, then choose Archived
Meetings Videos.
122
THE CITY OF LAKE FOREST
ORDINANCE NO. ________
AN ORDINANCE AMENDING THE LAKE
FOREST CITY CODE, AS AMENDED,
RELATING TO CERTAIN ALCOHOLIC BEVERAGES LICENSES
WHEREAS, the City has established licensing and other regulations related to the
sale of alcoholic beverages in the City; and
WHEREAS, the City Council, pursuant to its authority under the Illinois Compiled
Statutes and its home rule authority, has determined that is in the best interests of the
City and its residents to amend the City’s alcoholic beverages regulations in
the manners hereinafter set forth;
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CITY COUNCIL
OF THE CITY OF LAKE FOREST, COUNTY OF LAKE, STATE OF ILLINOIS,
as follows:
SECTION ONE: Recitals. The foregoing recitals are incorporated as the findings
of the City Council and are hereby incorporated into and made a part of this
Ordinance.
SECTION TWO: Amendment to Section 4-10 of the City Code. Section 4-10,
entitled "Number of Licenses" of Chapter 4, entitled "Alcoholic Beverages," of the
Lake Forest City Code is hereby amended in its entirety, so that Section 4-10 shall
hereafter be and read as follows:
Sec. 4-10. NUMBER OF LICENSES---The number of liquor licenses issued by the City
shall be limited as follows:
123
Class Maximum Number of Licenses Authorized
A-1 7
A-2 2 1
A-3 No more than the total number of Class A-1 Licenses issued
by the City
B-1 1
C-1 4
C-2 9
C-3 9
D-1 5
E-1 2
F-1 1
F-2 As many as determined reasonable by the Commissioner
F-3 As many as determined reasonable by the Commissioner
F-4 As many as determined reasonable by the Commissioner
F-5 1
F-6 3
G-1 1
G-2 2
H-1 0
H-2 1
I-1 No more than the total number of Class B-1, C-1, C-2, C-3, D-1,
Without further action of the City Council, the maximum number of licenses in any
class shall be automatically reduced by one upon the expiration, revocation, or
nonrenewal of an existing license in any such license class.
SECTION FOUR: Effective Date. This Ordinance shall be in full force and effect
upon its passage, approval, and publication in pamphlet form in the manner provided by law.
Passed this _____ day of __________________, 20____.
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this ____ day of _________________, 20_____.
124
____________________________
Mayor
ATTEST:
______________________________ Deputy City Clerk
125
A Joint Purchasing ProgramCjS'11 For Local Government Agencies
Suburban Purchasing Cooperative
Type I Additional Duty Ambulance Contract #133
Fostei^Coach Sales, Inc./Horton Emergency Vehicles
The Suburban Purchasing Cooperative, a cooperative of 138 municipalities in the six county area of
Northern Illinois, is pleased to confirm that Contract #133 Type I Additional Duty Ambulance is held
by Foster Coach Sales, Inc., Sterling, IL.
Every Municipality, Township, County, Park District, Library, School District, Fire Protection District
and Non-Profit Organization in the State of Hlmois is authorized to participate in this program.
SPC Contract #133 was originally awarded fi-om January 21, 2013 through January 20, 2014. The
first of three (3) additional one-year terms is currendy in effect through January 20, 2015 and the SPC
reserves the right to award up to two additional one-year tenns upon mutual agreement of both the
vendor and SPC on a negotiated basis.
The SPC exemplifies the benefits of intergovernmental cooperation on a regional basis. The goal of
the SPC is to combine the resources and purchasing power of governments and not-for-profit entities
to jointly negotiate advantageous contract terms on a line of high quality products at the lowest
possible price.
Economies of scale in terms of pricing and staff resources are the prime objectives of the SPC Joint
Purchasing Program. By purchasing through the SPC, participants not only save money but time as
well. Acting as an extension of the purchaser's staff, SPC staff works diligently in order to avoid the
needless duplication of effort through in-house coordination of several functions involved m the
procurement process.
According to 30ILCS 525/2 from CH. 85, pr. 1602 Sec. 2 (a) Any governmental unit may purchase
personal property, supplies and services jointly with one or more other governmental umts. All such
joint purchases shall be by competitive bids as provided in Section 4 of this Act. (Source: P.A. 87-
960.)
Since 2007, the SPC Program has been centrally operated by the Northwest Municipal Conference
with shared program oversight by the SPC Governing Board and SPC Technical Review Committee.
DuPage Mayors &
Managers Conference
1220 Oak Brook Road
Oak Brook IL 60523
Suzette Qitintell
Phone: (630) S71-04W
Fax: (630) 571-0484
Northwest Municipal
Conference
1600 East Golf Rd., Suite 0700
Des Plaines, 1L 60016
Ellen Dayan, CPPB
Phone: (S47) 296-9200
Fax: (847) 296-9107
South Suburban Mayors
And Managers Assoctation1904 West 174"'Street
East Hazel Crest, IL 60429
Ed Paesel
Phone: (708i 206-1155
Fax: (708) 206-1133
Iftll County
Governmental League
3 ISO Theodore Street, Suite 101
Miet. IL 60435
Cherie Belom
Phone: (815) 729-3535
Fax: (S15) 729-3536
126
Mandatory vendor meetings were held for prospective bidders prior to the RFP being issued. Both the
vendor meetings and the RFP were advertised in the Daily Herald. The SPC Fire Core Cost
Containment Committee evaluated the proposals and scored them as specified in our RFP. Foster
Coach, Inc. submitted the lowest cost responsible, responsive bid, earned the highest points with
fewest deductions on the proposal evaluation checklist and was found to be in compliance with all bid
specification requirements.
To place an order or obtain additional information, please contact Steve Foster at 800-369-4215,
extension 3, mobile 815-499-0125 or steveS>foslercoach,com.
Thank you for considerins the Suburban Purchasina Coooerative. Please feel free to contact your
designated SPC Rq>resentative with any questions or comments you may have regarding this program.
Foster Coach Sales, Inc.
PO Box 700, 903 Prosperity Drive
Sterling, IL 61081
PHONE: (800) 369-4215x3/MOBILE: (815) 499-0125 / FAX: (815) 625-7222
Contact Person: Steve Foster
steve@fostercoach.com
DuPage Mayors &
Managers Conference
1220 Oak Brook Road
Oak Brook. IL 60513
Suzette Qitintell
Phoiie. (630) 571-04SO
Fax: (630) S71-0484
Northwest Municipal
Conference
1600 East Golf Rd., Suite 0700
DesPlmnes.IL60016
Ellen Dayan, CPPB
Phone: f847) 296-9200
Fax: (847) 196-9207
South Suburban Mayors
And Managers Association1904 West] 74" Street
East Hccet Crest, IL 60429
Ed Paesel
Phone: (798) 206-1155
Fax: (708) 206-113 3
Will County
Governmental League
31SO Theodore Street. Suite 101
Joliet, IL 60435
Cherie Belom
Phone: (815) 729-3535
Fax: (811) 729-3S36
127
MEMORANDUM
To: City Manager, Robert Kiely, Jr.
From: Fire Chief, Jeffrey Howell
Date: October 25, 2014
Subject: 4th Ambulance Justification
This memo is intended to provide information and justification for retaining four ambulances for
the City of Lake Forest; 3 to run continuously with a 4th in reserve. The following data on our
EMS trends and needs fully support maintaining all four ambulances for EMS service to the
residents and visitors of the communities we serve. Each ambulance brings legitimate
operational value and need to the fire department and the people we serve.
The City of Lake Forest EMS or Paramedic Program came about in the early 1970’s with
minimal staffing and a single ambulance. At that time, one ambulance met the needs of the
department and the community, in addition to providing EMS service for several years to Lake
Bluff and Knollwood. Over the years our call volume has grown and the ambulance fleet has
grown to meet that need. Not only have State laws and IDPH Regulations changed over time, so
has our need for reserve ambulances. Over the years, the LFFD EMS services has grown to the
point of needing 4 ambulances. We currently have 30 paid paramedics manning 3 ALS
ambulances at any time which is needed due to the call volume and aging population in our
service area. We’ve gone from a call volume of 1,100 calls annually in the 70’s to 3,300 annual
calls for both EMS and fire. For expected service levels to remain intact, it is imperative to have
a minimum of 3 operational ambulances running at all times.
Replacement needs for our ambulances have changed over the years. The City invested in the
refurbishment of our ambulances, but found that changing the chassis under an old patient care
unit didn’t prove to be cost effective, nor did it add to the longevity of the ambulance or patient
care. The ambulances are on a 15-year replacement cycle due to the vast improvement in the
quality of the chassis and design over the years.
When an ambulance is out of service for scheduled maintenance or for a breakdown, it currently
leaves our fleet with 3 ambulances in service on a frequent basis. The ambulances are
complicated pieces of equipment and tend to experience technical difficulties on a regular basis
since they are run continuously. We need to have three ambulances available to handle our call
load and the 4th is always in reserve status in case of any maintenance issues or unexpected
breakdowns.
128
The chart below is a sample of hours vehicles are down in a given year. The data however isn’t
an exact science due to the tracking method. A vehicle may be taken to fleet for repairs and be
there anywhere from a day to a week or more. The hours tracked are only the hours that fleet is
hands on the vehicle. If a part is removed and a new one ordered there is significant wait time
that isn’t tracked.
Ambulance Downtime 2012-2014
*2014 (as of 9/15/14)
Ambulance Total Downtime
2012 2013 2014
241 38 10 29
242 13.5 35.5 16.5
243 63 44.25 3.5
244 10.5 30.25 7
Additional reasons why the reserve ambulance is necessary:
• Multiple call scenarios
• Ambulance repairs needed
• Ambulance maintenance program
• Special assignments for ambulances (high school football games, Trustmark family
day, bike races, etc.)
• PGA golf tournament
• Mutual Aid ambulance calls (out of town)
Ambulance services involve the assessment and administration of emergency care by medically
trained personnel and transportation of patients within an appropriate, safe, and monitored
environment. With over 70% of our calls requiring advanced life support treatment, patient care
with properly trained personnel and appropriate equipment is critical. The citizens we serve
want prompt, skilled, and efficient emergency medical services. When manpower is available but
an apparatus isn’t, a delay in treatment and transport will decrease patient care. The objective is
to have a successful outcome of an incident, either medical or fire related and is dependent on
specialized equipment, vehicles, and the skilled people.
129
Lake Forest Fire Dept.
LFFD Annual Calls & Multiple Call Scenarios
2012-2014
*2014 (as of 9/15/14)
Year Total Ambulance Calls Total Multiple Calls
2012 1726 314
2013 1620 383
2014 *1178 *294
Multiple call scenarios can cause a profound delay in transport services and do happen as shown
above. In an extreme situation we will send an engine that is ALS equipped with paramedics to
initiate care until the next ambulance arrives to do the transport. We will also request a change of
quarter’s ambulance respond to our station in the event we get another ambulance request. This
process takes time, and the neighboring department to the west that provides the change of
quarter’s ambulance is a minimum of 10 to 15 minutes away.
The following page contains a list of neighboring fire departments and compares their annual call
volume with respects to the size of their fleet. As noted in the chart, the call volumes are close
and each of the six departments has the same sized fleet. Each department listed below was
contacted about their fleet size, and confirmed the 4th ambulance is a reserve for when they
experience multiple calls/an ambulance is OOS/or when an ambulance is committed to a special
assignment similar to Lake Forest.
Annual Ambulance Call Comparison 2012-2014
*2014 (as of 9/15/14)
Department Total Ambulance Calls # of Ambulances 2012 2013 2014
Countryside 2316 2707 *1883 4
Deerfield 1354 1237 1026 3
Grayslake 2515 2498 *1120 4
Highland Park 2106 2174 1634 3
Lake Forest 1726 1620 *1178 4
Libertyville 2301 2189 1930 4
Lincolnshire 1751 1822 *1167 4
Mundelein 1283 1312 *940 4
Northbrook 2946 3220 1700 5
Wauconda 2503 2102 *1673 4
130
In closing, the analysis of this issue clearly points toward keeping all four ambulances in the
fleet. Cost of annual maintenance for the reserve ambulance is low, and the carbon footprint is
minimal due to the fact we have a hospital in our district. The Lake Forest Fire Department
currently staffs three ALS ambulances 24/7. To continue this practice and provide the best
service to the citizens, we are requesting to retain four ambulances for the City of Lake Forest.
With our call volume continuing to rise, EMS contracts with Lake Bluff and Knollwood,
mechanical issues, multiple call scenarios, special assignments, BMW event, mutual aid and the
need for high qualified EMS service, all four ambulances are well justified.
Respectfully Submitted.
131
132
133
134
STAFF REPORT AND RECOMMENDATION
St. James Church Subdivision
TO: Honorable Mayor and City Council
DATE: November 12, 2014
FROM: Chairman Ley and Members of the Plan Commission
SUBJECT: Request for Approval of the Final Plat for the St. James Church Subdivision
OWNER
St. James Lutheran Church
1380 N. Waukegan Road
Lake Forest, IL 60045
PROPERTY LOCATION
On the west side of Waukegan Road,
north of Winwood Drive, Commonly
known as 1380 N. Waukegan Road
ZONING
R-4 Single Family
Residential District
REPRESENTATIVE
Anne C. Linn, Church representative
Summary of the Request
This is a request for tentative and final approval of a 2-lot resubdivision, the “St. James Church
Subdivision”. One additional parcel will be created and a portion of an existing property line will be
shifted 10 feet. The resubdivision is proposed for the purpose of facilitating the sale of excess
Church property to an adjoining property owner. A total of 7.45 acres, configured in two parcels, a
2.45 acre parcel and a 5.02 acre parcel, will be sold to the neighboring property owner to the west.
No development or infrastructure improvements are planned as a follow up to this resubdivision.
Through a private agreement, as part of the sale of the property, a covenant will be placed on the
property, precluding development or transfer of the property during the lifetime of the new owner.
The Church will retain a first right of refusal on the property. The City will not be a party to this
agreement nor is an open space covenant proposed on the plat of subdivision.
Tentative and final approval of the plat of resubdivision is requested. A single approval process for
tentative and final approval of a plat is routinely used for straight forward subdivisions like this one,
subdivisions in which only one or two additional lots are created and where no development is
planned.
Plan Commission Recommendation
Grant tentative and final approval of the Plat for the St. James Church Subdivision subject to the
following conditions of approval.
The following conditions shall be satisfied prior to recording of the plat of subdivision.
1. The final plat of subdivision shall be determined to meet all applicable requirements to the
satisfaction of the City Engineer and Director of Community Development.
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Plan Commission Report and Recommendation
November 12, 2014 – Page 2
2. Prior to any future development on the parcels, impact fees and all applicable development
related fees must be paid in accordance with the Fee Schedule in effect at the time of the
approval of the development.
Description of the Property and Surrounding Area
St. James Lutheran Church is located on a 14.1 acre property. The Church property is currently
configured in three parcels.
1. A 7-1/2 acre parcel -- The Church and parking lot are located on approximately the eastern
two-thirds of this parcel. This petition proposes to subdivide off the western portion of this parcel.
2. A parcel that is slightly less than 1-1/2 acres is located south of the Church and fronts on
Waukegan Road. This parcel was created through a subdivision in 1984 and was until recently
the location of a single family house. Today, this parcel is vacant. The proposed resubdivision will
not modify this parcel at all.
3. A parcel totaling just over 5 acres is also located south of the Church and extends to the north
of the smaller parcel referenced above and runs the length of the parcel on which the Church
is located. This parcel was also created through the subdivision approved in 1984. This parcel
is vacant and was recently cleared of non-native vegetation. This parcel will be slightly modified with
the proposed resubdivision; a portion of the north property line will be shifted 10 feet.
All of the property currently owned by the Church is zoned R-4, Single Family Residence District,
with a minimum lot size of 60,000 square feet. The Church exists on the property through a Special
Use Permit.
The Church property fronts on Waukegan Road and access to the Church parking lot is from
Waukegan Road. The property is surrounded by single family residential lots of varying sizes, in
general the properties are an acre and a half or larger.
Staff Analysis
The proposed resubdivision is simple and straightforward. The desire to create a new parcel for the
purpose of selling the land necessitates the resubdivision of the property.
The western 2.43 acres of the existing 7-1/2 acre parcel will established as a separate parcel
through this resubdivision. The property is vacant and is not needed by the Church. The
neighboring property owner desires to purchase the newly created parcel to assure that it
remains as open space for the foreseeable future.
The 5.02 acre parcel to the south (Lot 3 of the proposed subdivision) will also be sold to the
same neighboring property owner.
To provide some additional space along the south side of the existing Church driveway, the
property line between the parcel on which the Church is located (Lot 1 of the proposed
subdivision) and the southern parcel (Lot 3 of the proposed subdivision) will be shifted to
the south 10 feet.
The proposed resubdivision will document, through the recorded plat, the creation of the
new parcel and the slight reconfiguration resulting from the 10 foot shift of the property
line.
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Plan Commission Report and Recommendation
November 12, 2014 – Page 3
No change is proposed to the smaller parcel fronting on Waukegan Road (Lot 4 in the
proposed subdivision).
Compliance with the R -4 Zoning District
All of the lots exceed the 60,000 square foot minimum lot size as required by the R-4 District. The
proposed resubdivision complies with the applicable zoning requirements.
Potential for Future Development
No development or infrastructure improvements are planned as a follow up to this resubdivision.
The purpose of the resubdivision is the make the land available for sale to the adjoining property
owner who intends to retain the land as open space. As noted above, through a private agreement, a
covenant will be placed on the property precluding development until circumstances change.
If, in the future, development is planned, further subdivision could be requested and at that time,
details of the proposed development would be subject to review and action by the Plan Commission
and ultimately, the City Council. Prior to development, impact fees and any other applicable
development related fees would be required to be paid.
Public Notice
Public notice of this hearing was provided in accordance with Code requirements and standard
practices. Public notice was published in a newspaper of local circulation and was mailed to homes
in the surrounding area. The agenda for this meeting was posted at five public locations and on the
City’s website. No correspondence or public testimony was presented on this petition.
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THE CITY OF LAKE FOREST
RESOLUTION NO. 2014 - ________
A RESOLUTION REGARDING THE EXPIRATION OF AN INTERGOVERNMENTAL
AGREEMENT AND APPROVAL OF A WIND-DOWN AGREEMENT
WITH LAKE FOREST SCHOOL DISTRICT 67
WHEREAS, The City of Lake Forest (“City”) and Lake Forest School District 67
(“District 67”) entered into an “Intergovernmental Community Facilities Financing Agreement”
dated July 15, 1994 (the “IGA”) to address special school-related services arising from new
residential subdivisions in the City; and
WHEREAS, the City and District 67 acknowledge and agree that the IGA expired on
July 15, 2014 and has not been extended or renewed by the parties, and both parties have
fully satisfied their respective obligations under the IGA; and
WHEREAS, as part of the IGA, the City established various special service areas (the
“SSAs”), the revenue from which has been paid directly to District 67, and as a result, the City
and District 67 further acknowledge and agree that no surplus funds remain in the “School
Facility Development Fund” established by Section 2 of the IGA; and
WHEREAS, with the termination of the IGA, the City and District 67 have reached
different conclusions regarding the City’s ongoing obligation to levy taxes for the SSAs; and
WHEREAS, in order to avoid controversy over the future status of the SSAs and to
address various matters pertaining to the wind-down and expiration of the IGA, the City and
District 67 have negotiated an agreement (the “Wind-Down Agreement”), a copy of which is
attached hereto as Exhibit A; and
WHEREAS, the City Council has determined that it is in the best interests of the City
and its residents to authorize the execution of the Wind-Down Agreement with District 67;
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF
THE CITY OF LAKE FOREST, COUNTY OF LAKE, STATE OF ILLINOIS, as follows:
SECTION ONE: Recitals. The foregoing recitals are incorporated into and made
a part of this Resolution as the findings of the Mayor and City Council as if fully set forth.
SECTION TWO: Termination of School Facility Development Fund. The
School Facility Development Fund established by Section 2 of the IGA is hereby terminated as
of the effective date of this Ordinance. The Mayor and City Council find and determine that
such School Facility Development Fund contains no surplus funds.
SECTION THREE: Approval of Wind-Down Agreement. The Mayor and City
Council hereby (i) approve the Wind-Down Agreement in substantially the form attached
hereto as Exhibit A; and (ii) authorize the City Manager and Deputy City Clerk to execute and
attest such Wind-Down Agreement on behalf of the City, subject to the City Attorney’s
approval of the final form thereof.
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SECTION FOUR: Effective Date. This Resolution will be in full force and effect upon
its passage and approval in the manner provided by law.
PASSED THIS ____ DAY OF DECEMBER, 2014.
AYES:
NAYS:
ABSENT:
ABSTAIN:
APPROVED THIS DAY OF DECEMBER, 2014.
Mayor
ATTEST:
City Clerk
141
1
142
1
THE CITY OF LAKE FOREST
ORDINANCE NO. 2014 - ________
AN ORDINANCE TERMINATING SPECIAL SERVICE AREA NO. 33
WHEREAS, the City of Lake Forest (“City”) and Lake Forest School District 67
(“District 67”) entered into an intergovernmental agreement dated July 15, 1994 (the “IGA”) to
address special school-related services arising from new residential subdivisions in the City;
and
WHEREAS, pursuant to the IGA, the City did establish Special Service Area No. 33
(“SSA #33”); and
WHEREAS, the IGA has now expired, and the City and District 67 acknowledge and
agree that there is no continued need to levy taxes pursuant to SSA #33; and
WHEREAS, the City Council has determined that it is in the best interests of the City,
its citizens, and the property owners holding property within the boundaries of SSA #33 to
formally terminate SSA #33;
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CITY COUNCIL OF
THE CITY OF LAKE FOREST, COUNTY OF LAKE, STATE OF ILLINOIS, as follows:
SECTION ONE: Recitals. The foregoing recitals are incorporated into and made
a part of this Ordinance as if fully set forth.
SECTION TWO: Termination of SSA #33. SSA #33 is terminated as of the
effective date of this Ordinance. The Mayor and City Council hereby find and determine that:
(i) no revenues exist in the special service area fund for SSA #33; (ii) to the extent that there
are taxes that have heretofore been levied for SSA #33 that remain to be collected, such tax
revenues shall be delivered to District 67; and (iii) there are no excess funds to be refunded to
the taxpayers of record for parcels within SSA #33.
SECTION THREE: Filing and Recordation. The City Clerk is hereby authorized
and directed to file a certified copy of this ordinance with the Lake County Clerk’s tax
extension office and to record a copy of this ordinance with the Lake County Recorder of
Deeds within 60 days after the effective date of this ordinance.
SECTION FOUR: Effective Date. This Ordinance will be in full force and effect upon
its passage and approval in the manner provided by law.
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PASSED THIS ____ DAY OF NOVEMBER, 2014.
AYES:
NAYS:
ABSENT:
ABSTAIN:
APPROVED THIS DAY OF NOVEMBER, 2014.
Mayor
ATTEST:
City Clerk
144
1
THE CITY OF LAKE FOREST
ORDINANCE NO. 2014 - ________
AN ORDINANCE TERMINATING SPECIAL SERVICE AREA NO. 36
WHEREAS, the City of Lake Forest (“City”) and Lake Forest School District 67
(“District 67”) entered into an intergovernmental agreement dated July 15, 1994 (the “IGA”) to
address special school-related services arising from new residential subdivisions in the City;
and
WHEREAS, pursuant to the IGA, the City did establish Special Service Area No. 36
(“SSA #36”); and
WHEREAS, the IGA has now expired, and the City and District 67 acknowledge and
agree that there is no continued need to levy taxes pursuant to SSA #36; and
WHEREAS, the City Council has determined that it is in the best interests of the City,
its citizens, and the property owners holding property within the boundaries of SSA #36 to
formally terminate SSA #36;
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CITY COUNCIL OF
THE CITY OF LAKE FOREST, COUNTY OF LAKE, STATE OF ILLINOIS, as follows:
SECTION ONE: Recitals. The foregoing recitals are incorporated into and made
a part of this Ordinance as if fully set forth.
SECTION TWO: Termination of SSA #36. SSA # 36 is terminated as of the
effective date of this Ordinance. The Mayor and City Council hereby find and determine that:
(i) no revenues exist in the special service area fund for SSA #36; (ii) to the extent that there
are taxes that have heretofore been levied for SSA #36 that remain to be collected, such tax
revenues shall be delivered to District 67; and (iii) there are no excess funds to be refunded to
the taxpayers of record for parcels within SSA #36.
SECTION THREE: Filing and Recordation. The City Clerk is hereby authorized
and directed to file a certified copy of this ordinance with the Lake County Clerk’s tax
extension office and to record a copy of this ordinance with the Lake County Recorder of
Deeds within 60 days after the effective date of this ordinance.
SECTION FOUR: Effective Date. This Ordinance will be in full force and effect upon
its passage and approval in the manner provided by law.
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PASSED THIS ____ DAY OF NOVEMBER, 2014.
AYES:
NAYS:
ABSENT:
ABSTAIN:
APPROVED THIS DAY OF NOVEMBER, 2014.
Mayor
ATTEST:
City Clerk
146